Hanover Square Wealth Advisors LLC
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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