HG Wealth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 330906
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
HG Wealth Partners LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with fee-based portfolio management. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not reported as a pension consultant or capital allocator.
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 Equities68%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Bradley Kaiser
Chief Compliance OfficerCRD 2523397
Donald Bizub
Chief Executive OfficerCRD 1600090
Thomas O'connell
Independent ContractorCRD 2529442
Contacts
1 of 1
David Simon
AdviserCRD 1064191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations