Hart Wealth Management

Overview

Hart Wealth Management is an independent, privately owned registered investment adviser operating as a limited liability company. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes both a percentage-of-assets component and fixed fees. Hart Wealth Management also lists accounting among its business activities and identifies itself as a capital allocator. The firm is not positioned as an ESG-focused adviser, does not operate as a multi-state adviser, and does not provide pension consulting or maintain related-adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices