Haynie Wealth Management Llc
- Regulatory AUM
- $107M
- Discretionary
- $105M
- Clients
- 156
- Avg AUM / client
- $684K
- Accounts
- 578
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 121 | $30.0M | 28.2% |
| High net worth individuals | 35 | $76.6M | 71.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Celina Anderza Ochoa | Registered representative | CFP | Oct 2021 (5y) | |
| Mitchell James Doman | Registered representative | CFP | Mar 2022 (4y) | |
| Kent Michael Christensen | Registered representative | Mar 2023 (3y) | ||
| Jason Antiquera Aluague | Registered representative | May 2026 (0y) |
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) | 05/14/2026 | 1.02 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $104M (98% of AUM) May 2026
- Altruist Financial $104M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗