HRC WEALTH MANAGEMENT, LLC
SEC RegisteredServing The Palouse Since 1938
About the firm
Hayden Ross, PLLC is a locally owned, independent, full-service CPA firm located in Moscow, Idaho. Since 1938, the firm has served a diversity of business, individuals, not-for-profit organizations and governmental entities throughout northern Idaho and eastern Washington. The firm also offers wealth management services through an affiliated entity, HRC Wealth Management, LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Accounting services including tax, auditing, and computerized accounting; wealth management services through HRC Wealth Management, LLC encompassing tax planning, estate planning, asset allocation, investment selection, and risk management; and investment advisory services.
Who they serve
Individuals, small and large families, businesses, not-for-profit organizations, governmental entities, and agricultural-related industries throughout northern Idaho and eastern Washington.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 750 | $168M |
| High Net Worth Individuals | 128 | $320M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $1,000,000 | 1.00% |
| $1,000,000.01 to $1,500,000 | 0.75% |
| $1,500,000.01 to $5,000,000 | 0.50% |
| Above $5,000,000.01 | 0.25% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HRC WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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