HALE & DOERR WEALTH MANAGEMENT LLC

HALE & DOERR WEALTH MANAGEMENT LLC of GULF BREEZE, FL is an SEC-registered investment adviser (CRD 301094). Regulatory assets under management: $47.5M.

Registration

• CRD: 301094
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search