# HALE & DOERR WEALTH MANAGEMENT LLC

HALE & DOERR WEALTH MANAGEMENT LLC of GULF BREEZE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 301094
- Type: SEC-registered investment adviser
- Location: 913 GULF BREEZE PKWY SUITE 13, GULF BREEZE, FL, 32561
- Phone: 850-934-4288
- Latest filing: 2026-07-15
- Regulatory AUM: $47.5M
- Discretionary AUM: $47.5M
- Clients: 2
- Accounts: 390

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301094/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301094/similar
- Related entities: https://search.stillhousedata.com/firm/301094/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301094

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.