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| Keyboard |
| Hanover Square Wealth Advisors LLC
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|---|---|
| CRD # | 336534 |
| SEC # | 801-133697 |
| CIK # | |
| AUM | 101.6 M (2026-04-07) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 336-444-2680 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 13.4 |
| (b) Individuals (high net worth individuals) | 50 | 86.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 101.6 |
| By Discretionary | ||
| Discretionary | 247 | 96.0 |
| Non-Discretionary | 22 | 5.6 |
| Total | 269 | 101.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.6 | |
| Total | 269 | 101.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 90 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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102.1 M | |
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Haire Wealth Management Inc
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MS | 102.0 M |
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Balanced Wealth Management LLC
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RI | 102.0 M |
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Touchstone Capital Inc
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PA | 101.9 M |
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Onewelth Inc
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NY | 101.9 M |
|
Strategic Wealth Partners LLC
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TN | 101.7 M |
|
Integrative Planning Inc
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NC | 101.4 M |
|
Mendoza Private Wealth Inc
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FL | 101.4 M |
|
Integrated Benefits Incorporated
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101.3 M | |
|
Palomar Advisors Inc
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