Hanc Wealth Management, Llc
- Regulatory AUM
- $492M
- Discretionary
- $457M
- Clients
- 349
- Avg AUM / client
- $1.4M
- Accounts
- 1,061
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 191 | $71.4M | 14.5% |
| High net worth individuals | 94 | $290M | 58.9% |
| Pension and profit sharing plans | 22 | $35.4M | 7.2% |
| Charitable organizations | 35 | $92.4M | 18.8% |
| Corporations and other businesses | 7 | $3.1M | 0.63% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Joseph Price | Managing Member/Cco | Nov 2015 (11y) | 50% – 75% | |
| Aaron Jay Sal | Registered representative | CFP | Apr 2022 (4y) | |
| Brett Joseph Bauman | Registered representative | CFP | Jan 2025 (2y) | |
| Nathaniel S Bryers | Registered representative | Sep 2025 (1y) | ||
| Connor James Price | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hungerford, Aldrin, Nichols & Carter, P.C. | Member | Nov 2015 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $369M (75% of AUM) Jul 2026
- Fidelity Distributors Company Llc $78.7M (32% of AUM) Nov 2021
- Fidelity Investments Institutional Services Company, Inc. $65.9M (37% of AUM) Jun 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗