Hdq Wealth Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 313427
· Kansas City, MO
· www.youtube.com
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ADV data as of Jun 02, 2026
- Regulatory AUM
- $49.2M
- Discretionary
- $39.0M
- Clients
- 180
- Avg AUM / client
- $273K
- Accounts
- 180
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $19.1M | 38.9% |
| High net worth individuals | 21 | $19.9M | 40.4% |
| Corporations and other businesses | 7 | $10.2M | 20.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harrison Quinn | Registered representative | CFP | Mar 2021 (5y) | |
| Justin John Mlodzinski | Registered representative | Nov 2024 (2y) | ||
| William Grainger | Registered representative | Feb 2025 (2y) | ||
| Austin Freed Fisher | Registered representative | Aug 2025 (1y) |
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) | 06/02/2026 | 1.17 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
- • Fixed fees
- • Other fees
- • QUALIFIED RETIREMENT PLAN SETUP FEES; REVENUE SHARING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $26.7M (54% of AUM) Jun 2026
- Orion Portfolio Solutions $11.4M (23% of AUM) Jun 2026
- Assetmark Brokerage, Llc $6.1M (12% of AUM) Jun 2026
- John Hancock Distributors Llc $4.1M (8% of AUM) Jun 2026
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: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗