Overview
Assets Under Management: $120 million
Headquarters: WOLFEBORO, NH
High-Net-Worth Clients: 308
Average Client Assets: $357,142
Frequently Asked Questions
HEPWORTH EQUITY PARTNERS, 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 #145774), HEPWORTH EQUITY PARTNERS, LLC is subject to fiduciary duty under federal law.
HEPWORTH EQUITY PARTNERS, LLC is headquartered in WOLFEBORO, NH.
HEPWORTH EQUITY PARTNERS, LLC serves 308 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, HEPWORTH EQUITY PARTNERS, LLC offers portfolio management for individuals. View all service details ↓
HEPWORTH EQUITY PARTNERS, LLC manages $120 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, HEPWORTH EQUITY PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 308
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $357,142
Total Client Accounts: 406
Discretionary Accounts: 406
Regulatory Filings
CRD Number: 145774
Last Filing Date: 2025-01-30 00:00:00
Website: https://hepworthep.com