HP WEALTH MANAGEMENT LLC

Overview

HP Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on serving individual and family clients with fee-based advice charged as a percentage of assets under management. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers when clients need capabilities the firm does not provide directly. Investment activity leans toward public mutual funds as the core building blocks of client portfolios, while the firm also acts as a capital allocator into alternative strategies. HP Wealth Management reports active ESG investing, suggesting environmental, social and governance screens or tilts are applied across at least a portion of client portfolios. Given the small client base and concentrated asset pool, the firm appears positioned to deliver tailored portfolios and to partner with external managers for specialized exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices