Hda Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Hda Wealth Management reports 543 clients. They include 501 individual clients, 39 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($159M across 916 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 53% |
| High-net-worth individuals | 7% | 46% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 501 | $85.1M | 53.5% | $170K |
| High-net-worth individuals | 39 | $73.8M | 46.4% | $1.89M |
| Corporations and other businesses | Fewer than 5 | $201K | 0.1% | $67.1K |
| Total | 543 | $159M | 100% | — |
- Clients
- 501
- Regulatory AUM
- $85.1M
- AUM share
- 53.5%
- Avg. per client
- $170K
- Clients
- 39
- Regulatory AUM
- $73.8M
- AUM share
- 46.4%
- Avg. per client
- $1.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $201K
- AUM share
- 0.1%
- Avg. per client
- $67.1K
Total
- Clients
- 543
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Hda Wealth Management charges up to 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Billed hourly: $200 for a Certified Financial Planner, $80 for a paraplanner and $60 for the service team.
- Pension Consulting Services
- Asset-based fee of 1.00% of all assets under management for pension consulting, withdrawn quarterly in arrears.
Michael Dunham owns 75% or more of Hda Wealth Management. Michael Dunham is CEO; the leadership team includes Chief Compliance Officer Mark Kollar. It has 2 employees.
Leadership
Michael DunhamOwner, Chief Executive Officer and Managing Member- Mark KollarChief Compliance Officer and Managing Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Hda Wealth Management, LLC
Michael Dunham
Control person · since September 2021
- Owns 10% to 25% of Hda Wealth Management, LLC
Mark Kollar
Control person · since September 2021
Hda Wealth Management’s regulatory assets grew 1.6× from $102M (July 2024) to $159M (March 2026); clients rose from 341 to 543 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $159M | 543 | 2 | 1 |
| March 2025 | $119M | 427 | 2 | 1 |
| July 2024 | $102M | 341 | 2 | 1 |
Besides its headquarters, Hda Wealth Management has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 3298 Stones Throw Ave, PolandHQ
Contact and registration details
- Legal name
- Hda Wealth Management, LLC
- Headquarters
- 3298 Stones Throw Ave, Poland, OH 44514
- Website
- Not reported
- Phone
- 330-980-0741
- SEC file
- 801-130528
- Structure
- Ohio LLC
- Fiscal year end
- December
Hda Wealth Management uses Charles Schwab ($156M, 99%) and Capital Group/American Funds ($2.37M, 1%) as custodians for its separately managed accounts. Hda Wealth Management has custody of client assets.
- Capital Group/American FundsCapital Group/American Funds · Los Angeles, CA · $2.37M1%
- Charles SchwabCharles Schwab · Westlake, TX · $156M99%
At year end, Hda Wealth Management’s separately managed accounts were mostly in funds (60%) and cash (14%).
What the accounts hold
- Stocks8%
- Funds60%
- Bonds8%
- Cash14%
- Other10%
- Certificates of deposit10%
How many clients does Hda Wealth Management have?
Hda Wealth Management has 543 clients and manages $159 million for them, as of March 2026. They include 501 individual clients, 39 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Hda Wealth Management offer?
Hda Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hda Wealth Management charge?
Hda Wealth Management charges up to 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A- HDA WEALTH MANAGEMENT, LLC, filed 10 March 2026
Which custodians does Hda Wealth Management use?
Hda Wealth Management’s separately managed account assets are held at Charles Schwab (Westlake, TX), with $156M and Capital Group/American Funds (Los Angeles, CA), with $2.37M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Hda Wealth Management have?
Hda Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hda Wealth Management invest in?
At the end of its last fiscal year, Hda Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 10% other, 8% exchange-traded equities and 8% U.S. government and agency bonds. The 10% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hda Wealth Management?
Hda Wealth Management’s direct owners are Mark Kollar (10% to 25%) and Michael Dunham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Hda Wealth Management get paid?
Hda Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hda Wealth Management?
Hda Wealth Management’s main office is at 3298 Stones Throw Ave, Poland, OH 44514. Its phone number is 330-980-0741.