Overview
Assets Under Management: $102 million
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
HANOVER SQUARE WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336534), HANOVER SQUARE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
HANOVER SQUARE WEALTH ADVISORS LLC serves 50 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, HANOVER SQUARE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HANOVER SQUARE WEALTH ADVISORS LLC manages $102 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, HANOVER SQUARE WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.67%
Average Client Assets: $1.7 million
Total Client Accounts: 269
Discretionary Accounts: 247
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 336534
Filing ID: 2092597
Last Filing Date: 2026-04-07 16:42:08