Hanover Square Wealth Advisors LLC

RIASEC RegisteredEst. 2025

Total AUM

$102M

Discretionary

$96M

94% of AUM

Avg account

$378K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 336534
Registered since: July 2, 2025
Website: hanoversquarewa.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.67%
Individuals13.17%
Corporations / Businesses1.54%
Pension & Profit Sharing Plans0.45%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hanover Square Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Hanover Square is not positioned as a capital allocator that runs its own alternative funds, and it does not identify as an active ESG investor or a multistate adviser in the available snapshot. SEC registration is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities69%
Public Funds/Mutual Funds20%
Cash & Cash Equivalents11%

Contacts

3 of 4

Jayson Snipes
PromoterCRD 8224998
Derek Frosh
FounderCRD 2669463
Brooks Jewett
Registered Representative and Investment Adviser RepresentativeCRD 6747939