HART WEALTH MANAGEMENT

Overview

Hart Wealth Management is an independent, owner-operated registered investment adviser structured as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs fee schedules that combine assets-under-management percentages with fixed fees, and it operates primarily as a discretionary manager. Investment activity centers on public funds and traditional fixed-income instruments rather than direct stock-picking or heavy alternative allocations. Business lines are compact and advisory in nature—financial planning and portfolio management—with accounting activity listed among the firm’s business services. Client coverage is narrow and concentrated: Hart Wealth Management serves a small roster of high-net-worth households with personalized portfolios. The firm does not position itself as an ESG specialist, pension consultant, capital allocator, or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices