Wealth Manager
    Manages Private Funds

    Hale Financial Solutions, LLC

    Registered investment advisor · Afton, Wyoming · CRD #284620

    Assets Under Management
    $27M
    Client Accounts
    270
    Employees
    3
    CRD Number
    284620
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hale Financial Solutions, LLC

    Hale Financial Solutions, LLC is a registered investment advisory firm headquartered in Afton, Wyoming, managing approximately $27M in regulatory assets across 270 client accounts. The firm's full regulatory record is filed with the SEC under CRD #284620.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hale Financial Solutions, LLC

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    Frequently Asked Questions

    What is Hale Financial Solutions, LLC's AUM?

    Hale Financial Solutions, LLC reports approximately $27M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hale Financial Solutions, LLC headquartered?

    Hale Financial Solutions, LLC is headquartered in Afton, Wyoming.

    What is Hale Financial Solutions, LLC's CRD number?

    Hale Financial Solutions, LLC's CRD number is 284620. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hale Financial Solutions, LLC manage?

    Hale Financial Solutions, LLC manages approximately 270 client accounts according to its latest SEC filing.

    Is Hale Financial Solutions, LLC SEC registered?

    Hale Financial Solutions, LLC is registered as a STATE investment adviser.

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