Hart Wealth Management

Overview

Hart Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need outside expertise. It operates as a capital allocator, charging either a percentage of assets under management or fixed fees. Operationally the firm also lists accounting among its business activities, which suggests integrated tax or bookkeeping capabilities alongside advisory work. Hart Wealth Management does not identify as an active ESG investor and appears to operate within a single-state scope rather than as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives