Wealth manager, independent
HFR Wealth Management, LLC
SEC-registered investment adviser · CRD 106913 · SEC 801-50326
At a glance
HFR Wealth Management, LLC is an SEC-registered investment adviser based in United States, with $589 million in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 361 individual clients. By Form ADV it is a wealth manager, ranked 2,530th of 8,915 wealth managers and 7,169th of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $589M
- Rank among wealth managers
- #2,530 of 8,915
- Rank among all SEC RIAs
- #7,169 of 17,210
- Individual clients
- 361
- High-net-worth clients
- 159
- Accounts
- 851
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Herbert F. Reilly IIIPresident & Chief Compliance Officer
- Michael G. ReillyVice President and Chief Technology Officer
- Herbert F. Reilly IVVice President
- Nathan D. ReillyMember, Financial Analyst
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 159 | $436M | 74% |
| Charitable organizations | 10 | $78M | 13% |
| Individuals | 202 | $73M | 12% |
| Corporations or other businesses | – | $1M | <1% |
Disciplinary disclosures
HFR Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on HFR Wealth Management, LLC
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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,984 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does HFR Wealth Management, LLC manage?
HFR Wealth Management, LLC reports $589 million in regulatory assets under management across 851 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is HFR Wealth Management, LLC?
HFR Wealth Management, LLC 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 HFR Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($436 million, 159 clients); charitable organizations ($78 million, 10 clients); individuals ($73 million, 202 clients).
Does HFR Wealth Management, LLC have any disciplinary history?
HFR Wealth Management, LLC 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 HFR Wealth Management, LLC’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 (2026-03-18), 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 →