HS TAX WEALTH MGMT, LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 326595
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Hs Tax Wealth Management, LLC operates as a limited liability company focused on investment activities and manager selection. The firm is classified as a capital allocator, indicating its role in directing funds to various investment opportunities. Hs Tax Wealth Management emphasizes a tailored approach to investment, selecting other advisers to meet the specific needs of its clients. The firm does not engage in active ESG investing and has not established itself as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1BRIAN SZUBERLA
PartnerCRD 7728162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 6142 Innovation Way
- Time zone
- PT (UTC-8)
- Office locations
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