Hauge Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,951,472
Clients
30
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$1,131,716
About
Hauge Wealth Management, LLC provides ongoing asset management and financial planning primarily for individual and high-net-worth clients, offering tailored investment programs and written financial plans. The firm also conducts public educational seminars and workshops at no charge and administers accounts on a discretionary basis when authorized by the client.
The firm’s investment process combines fundamental and technical analysis to construct customized asset allocations and to guide security selection, with regular reviews to address rebalancing and tax‑loss harvesting opportunities. Its stated strategies explicitly include the use of options, margin, short sales, leverage and other derivatives in managed accounts, and the brochure discloses the specific risks associated with those techniques.
Noteworthy for an independent advisor, the firm’s combination of derivatives trading in separately managed accounts and free public seminars is uncommon among peers. The brochure also highlights the principal’s professional credentials (both CFA and CFP designations) and a relatively small client roster supporting about $34 million in discretionary assets, a structure reflected throughout the firm’s compliance and trade‑review practices.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
General retirement planning
Fee options
Minimum fee: Maximum annual fee of $25,000, negotiable Fee-only: Financial planning and consulting fees are inclusive of asset management fees
Main office location
Hauge Wealth Management, LLC
St. Louis Park MN, United States
Number of offices
2
Most active in
Hauge Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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