Hanover Square Wealth Advisors LLC

Overview

Hanover Square Wealth Advisors LLC is an independent registered investment adviser serving individuals, families and institutional clients. The firm provides financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting services. Its fee approach is flexible—offering percentage-of-AUM billing alongside hourly and fixed-fee arrangements—allowing them to tailor engagements from comprehensive wealth plans to project-based advice. Investment behavior is equity-centric: the firm shows a clear tilt toward exchange-traded equities as its primary implementation vehicle. At the same time, Hanover Square works with a range of third‑party alternative managers to supplement core public-market exposure. The firm does not position itself as a direct capital allocator; instead, it sources alternatives through external managers and funds. Hanover Square is not an active ESG investor according to the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices