Wealth manager, independent · Tupelo, MS
Haire Wealth Management, Inc.
SEC-registered investment adviser · CRD 339998 · SEC 801-135729
At a glance
Haire Wealth Management, Inc. is an SEC-registered investment adviser based in Tupelo, Mississippi, with $102 million in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 164 individual clients. By Form ADV it is a wealth manager, ranked 8,237th of 8,915 wealth managers and 15,369th of 17,210 SEC-registered advisers by assets.
Main office 662-844-3501hairewealthmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $102M
- Rank among wealth managers
- #8,237 of 8,915
- Rank among all SEC RIAs
- #15,369 of 17,210
- Rank in Mississippi
- #32 of 34
- Individual clients
- 164
- High-net-worth clients
- 102
- Accounts
- 164
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Robin W. HairePresident & Chief Compliance Officer
Custody and brokerage
Custodian
Haire Wealth Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Haire Wealth Management, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed May 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
In their role as registered representatives of LPL, they can earn commissions from the sale of securities or investment products they recommend to brokerage clients.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 102 | $90M | 88% |
| Individuals | 62 | $12M | 12% |
Disciplinary disclosures
Haire Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hairewealthmanagement.com ↗
AtlasMembers
The full record on Haire Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,323 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Haire Wealth Management, Inc. manage?
Haire Wealth Management, Inc. reports $102 million in regulatory assets under management across 164 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 18, 2026.
What kind of firm is Haire Wealth Management, Inc.?
Haire Wealth Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Haire Wealth Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($90 million, 102 clients); individuals ($12 million, 62 clients).
Does Haire Wealth Management, Inc. have any disciplinary history?
Haire Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Haire Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →