HA WEALTH ADVISORS INC.

HA WEALTH ADVISORS INC. of CEDAR CITY, UT is an SEC-registered investment adviser (CRD 325764). Regulatory assets under management: $85.0M.

Registration

• CRD: 325764
• Type: Registered investment adviser
• Location: 2069 NORTH MAIN STREET, SUITE 200, CEDAR CITY, UT, 84721
• Phone: 435-867-1111
• Latest filing: 2026-03-23
• Regulatory AUM: $85.0M
• Discretionary AUM: $80.0M
• Non-discretionary AUM: $5.0M
• Clients: 2
• Accounts: 400

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325764 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search