HANC WEALTH MANAGEMENT, LLC

HANC WEALTH MANAGEMENT, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 249789). Regulatory assets under management: $492.1M.

Registration

• CRD: 249789
• SEC file number: 801-114535
• Type: Registered investment adviser
• Location: 2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI, 49546
• Phone: 616-302-1558
• Latest filing: 2026-07-31
• Regulatory AUM: $492.1M
• Discretionary AUM: $456.7M
• Non-discretionary AUM: $35.4M
• Clients: 5
• Accounts: 1,061

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 249789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search