Hayden Harper Wealth Advisory, LLC

Hayden Harper Wealth Advisory provides discretionary portfolio management, family office advisory, and financial planning to a mix of individual clients (including high-net-worth households), trusts, estates, retirement plans, and business entities. The firm manages about $171 million in discretionary assets and also reports a substantial amount of assets under advisement.

The firm builds tailored portfolios using firm-developed asset allocation models and a mix of fundamental, technical and charting analysis, with periodic rebalancing and reviews. HHWA implements a range of strategies for separately managed accounts — including long and short positions, option writing, and margin borrowing — and uses institutional custodial relationships alongside a separate custodian for private-placement investments.

Noteworthy for a team of this size, the firm serves pooled investment vehicle clients and acts as a private fund adviser and sponsor, including recommending affiliated private funds (purchases of affiliated funds are handled on a non-discretionary basis). HHWA also has affiliated business and tax advisory entities that provide accounting and tax services to clients, a relationship and service mix that is less common among peer team firms.