HANKE & APOLONIO WEALTH ADVISORS LLC

HANKE & APOLONIO WEALTH ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 285315). Regulatory assets under management: $167.3M.

Registration

• CRD: 285315
• SEC file number: 801-131700
• Type: Registered investment adviser
• Location: 177 POST STREET, SUITE 800, SAN FRANCISCO, CA, 94108-4729
• Phone: 415-781-6300
• Latest filing: 2026-03-10
• Regulatory AUM: $167.3M
• Discretionary AUM: $137.6M
• Non-discretionary AUM: $29.7M
• Clients: 3
• Accounts: 313

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285315 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search