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Owner, Chief Executive Officer and Managing Member · HDA Wealth Management, LLC

Michael J Dunham

CRD 3157264 · Named on Form ADV at one SEC-registered adviser

At a glance

HDA Wealth Management, LLC, an SEC-registered wealth manager based in Poland, OH with $159 million in regulatory assets, lists Michael J Dunham on its Form ADV as Owner, Chief Executive Officer and Managing Member, a control person.

Firms and roles

  • HDA Wealth Management, LLCOwner, Chief Executive Officer and Managing MemberWealth manager · Poland, OH · $159M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark T. KollarChief Compliance Officer and Managing Member, HDA Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.