A complete list of active advisors currently associated with Hauge Wealth Management, LLC

Warmer can help you find a great advisor at Hauge Wealth Management, LLC or one who fits your needs even better.

Hauge Wealth Management provides discretionary asset management and standalone financial planning and consulting to individual and high‑net‑worth clients, managing roughly $34 million in advisory assets across about 30 client relationships. The firm also conducts public educational seminars and workshops on investment topics; attendance at these seminars is not charged. Investment programs are customized to client goals and combine fundamental and technical analysis with ongoing portfolio monitoring, annual reviews, and opportunistic tax‑loss harvesting. The brochure discloses that certain separately managed accounts may employ leverage and derivatives, including options and margin, and states the firm’s recognition of the increased risks those instruments entail. Noteworthy features include the firm’s principal holding both CFA and CFP professional certifications and a practice-level policy that may waive planning fees when clients implement plans through the firm. The combination of active derivatives use in managed accounts and regular public educational programming is relatively uncommon among independent advisors and is emphasized in the firm’s disclosure.

To learn more about the advisors currently working at Hauge Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.