HA Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,000,000
Clients
250
Advisors
2
of 2 employees
About
HA Wealth Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, as well as pension and profit‑sharing plans. The firm manages a broad range of investments — from mutual funds and ETFs (including precious‑metal ETFs) to fixed income, private equity, hedge funds, and annuities — and offers selection of third‑party managers as part of its services.
The firm documents client goals and risk tolerances in an Investment Policy Statement and generally manages accounts under discretionary authority, using a mix of analysis techniques (fundamental, quantitative, technical, and modern portfolio theory) and a long‑term trading orientation. It conducts due diligence on subadvisers and allocates limited‑supply opportunities (such as certain fund placements and IPOs) with an expressed policy of equitable allocation among clients over time.
Distinctive aspects disclosed in the brochure include formal ties to an accounting practice and the fact that the firm’s principals are licensed insurance agents who may offer insurance products and receive outside compensation, which the firm identifies as a potential conflict and discloses to clients. The firm also uses fee‑sharing arrangements with select third‑party advisers and does not aggregate block trades for multiple client accounts, practices that differ from many peers and are addressed in its disclosure and client agreements.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% (total fee) with HAWA’s share 57% $100,001 - $500,000: 1.25% (total fee) with HAWA’s share 48% $500,001+: 1.00% (total fee) with HAWA’s share 35%
Fee-only: Financial planning fixed fees ranging from $500 to $5,000, negotiated per client needs
Main office
2069 North Main Street Suite 200
Cedar City UT 84721
Advisors at this office
2
Most active in
Texas · Utah
Also doing business as
Ha Wealth Advisors · Ha Wealth Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Quick links
Advisors at this firm
David H
Series 63, Series 65
Cedar City, UT
HA Wealth Advisors Inc.
David Harris is a financial advisor at HA Wealth Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital LLC, and Allegis Investment Services. Outside of advising, he serves as a board member of the Central Iron County Water Conservancy District, is a council member for the city of Enoch, Utah, and plays in a local band. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach, focusing on long-term trading and diversified asset allocation across various asset classes.
Weston A
Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Weston Adams is a financial advisor at HA Wealth Advisors Inc. in Cedar City, UT, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Townsquare Capital LLC and DFPG Investments, LLC. Outside of advisory work, he is also licensed as a life and health insurance broker. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach and may utilize third-party managers such as Townsquare Capital LLC.
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