HS TAX WEALTH MGMT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CARLSBAD, California
CRD number
326595
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • BRIAN SZUBERLA

    PartnerCRD 7728162

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth