Hapanowicz & Associates Wealth Management

Hapanowicz & Associates Wealth Management (CRD# 157523) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $497,447,283 in 809 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
301 Grant Street, Suite 2550, Pittsburgh, PA 15219
https://www.facebook.com/h.a.wealthmanagement/
By the Numbers
  • Total Assets Under Management
    497
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $614,892
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, OH, PA

Financial Advisors at Hapanowicz & Associates Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Bernard Carter, financial advisor Pittsburgh PA
Bernard E. Carter
CRD#: 2269889
301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Bernard Carter (CRD# 2269889) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 31 years of experience in the finance industry.

2
Robert Gibb, financial advisor Pittsburgh PA
Robert S. Gibb
CRD#: 1513737
301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Gibb (CRD# 1513737) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 32 years of experience in the finance industry.

3
Robert Hapanowicz, financial advisor Pittsburgh PA
Robert E. Hapanowicz
CRD#: 1635067
301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Hapanowicz (CRD# 1635067) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 37 years of experience in the finance industry.

4
Robert Hapanowicz, financial advisor Pittsburgh PA
Robert C. Hapanowicz
CRD#: 6499160
301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Hapanowicz (CRD# 6499160) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 5 years of experience in the finance industry.

5
Christina Simmonds, financial advisor Pittsburgh PA
Christina M. Simmonds
CRD#: 6065594
301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Christina Simmonds (CRD# 6065594) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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