HS WEALTH PARTNERS

Overview

HS Wealth Partners is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity at HS Wealth Partners tilts strongly toward public equities. The firm runs discretionary mandates exclusively, with a clear preference for exchange‑traded instruments as the core of client portfolios. HS Wealth Partners does not identify as an active ESG investor and is not structured as a capital allocator; instead it relies on external managers for any alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices