HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

1145 Executive Circle
Suite C
Cary, North Carolina 27511
Tel: 919-851-5512

About HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC, formally registered with the SEC as HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC. The firm was established in 10/28/2022. They have over 1 offices throughout the country.

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a Cary, North Carolina based Financial Planning firm with nearly $123,957,580 assets under management, offering retirement planning & investment advisory services to 881 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323171
SEC#	801-126797
Assets Managed by Firm	$123,957,580
No. of Clients	881
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	881	$123,957,580
Individuals (other than high net worth individuals)	238	$73,502,220
High net worth individuals	43	$50,412,507
Corporations or other businesses	2	$42,853

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