Hauge Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,951,472
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$1,131,716
About
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.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
Cash flow / budgeting
Tax-loss harvesting
Options & derivatives strategies
Fee options
Fixed fee for financial planning and consulting not to exceed $10,000 depending on complexity
Minimum fee: Maximum annual fee of $25,000 (negotiable based on various criteria)
Main office location
Hauge Wealth Management, LLC
St. Louis Park MN, United States
Number of offices
2
Most active in
Hauge Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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.
Forms ADV
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