HDA Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$158,929,939
Clients
540
Advisors
2
of 2 employees
About
HDA Wealth Management provides advisory services to individual and high‑net‑worth clients and offers ongoing portfolio management, pension/employee benefit plan consulting (including 401(k) plan services), and financial planning. The firm serves both retail investors and plan sponsors and does not impose an account minimum for its services.
The firm typically manages accounts on a discretionary basis, establishing an Investment Policy Statement and using model allocations tailored to each client’s goals, time horizon, and risk tolerance, with quarterly custodian reports and at‑least‑annual reviews. Its investment universe includes mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), REITs, commodities, annuities and options strategies — explicitly including covered and uncovered option trades — which entail elevated risk relative to simpler strategies.
HDAWM is notable for an unusually high client load per advisor (about 540 clients for the single listed advisor), and for centralizing account review and oversight under a single reviewer, a structure that differs from peers with more advisors. The firm’s advisors also maintain outside registrations as broker‑dealer representatives and insurance agents and disclose commissionable sales and institutional custody relationships (for example, Schwab Institutional); the brochure documents these potential conflicts and the firm’s procedures to address them.
Client services
Expertise
Fee options
1.00% annually
Representatives receive commissions from sale of investment and insurance products; commissions are not primary compensation source
Certified Financial Planner: $200/hour; Paraplanner: $80/hour; Service Team: $60/hour; On-boarding fee: $60/hour
Main office
3298 Stones Throw Ave
Poland OH 44514
Advisors at this office
2
Most active in
Florida · Nebraska · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Mark K
Series 63, Series 65
Poland, OH
HDA Wealth Management, LLC
Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.
Michael D
CFP®, Series 66
Poland, OH
HDA Wealth Management, LLC
Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.
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