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 a small, individually owned limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage of assets under management and focuses its advisory activities on customized portfolio management rather than pension consulting or broader institutional services. Filings indicate the adviser is not an active ESG investor and is not classified as a multi-state adviser; it is not set up as a capital allocator to third-party managers in general-purpose private markets.
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