HTB WEALTH ADVISORS, LLC

Overview

HTB Wealth Advisors, LLC is a small, fee-based advisory boutique that serves individual and family clients with a focus on discretionary portfolio management. The firm operates as a limited liability company and describes itself as a capital allocator that uses a percentage-of-AUM fee model. Its advisory services extend to portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, and the firm lists accounting among its business activities. HTB appears to prefer using pooled public investment vehicles as its primary building blocks rather than running large direct-stock portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices