Haire Wealth Management, INC.: new SEC registration, $102M AUM, Tupelo, MS
Haire Wealth Management, INC. (Tupelo, Mississippi): new SEC registration, $102M AUM, Tupelo, MS. Its amount of 102 is below the median of 134 (13th percentile). Dated 218 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related MS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Haire Wealth Management, INC. |
| Legal name | Haire Wealth Management, INC. |
| CRD | 339998 |
| Status | Approved |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-05-18 |
| Location | Tupelo, MS, United States |
| Regulatory AUM | $101,972,292 |
| Accounts | 164 |
| Employees | 2 |
| Website | https://www.facebook.com/hairewealthmanagement |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 MS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MS first): Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv · Lee-Way Financial Services, INC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Haire Wealth Management, INC. and 5 Mississippi peers
- Mississippi NewRiaPulse records like this one: 5
- Haire Wealth Management, INC.'s amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Mississippi peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Haire Wealth Management, INC. in Tupelo, Mississippi?
Haire Wealth Management, INC. received SEC registration as an investment adviser (2026-03-31) with $101,972,292 in regulatory assets under management, based in Tupelo, MS.
How does Haire Wealth Management, INC. compare to other Mississippi NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 218 days old; check the official source for later updates before acting.
Haire Wealth Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Haire Wealth Management, INC. | Tupelo, MS | 102 | 13th | 2026-03-31 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Mississippi NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.