AdvizorPro

Hanover Square Wealth Advisors LLC

Hanover Square Wealth Advisors LLC. CRD 336534

Hanover Square Wealth Advisors LLC logo

CRD: 336534

Hanover Square Wealth Advisors LLC

King, NC
3364442680
www.hanoversquarewa.com
$101.6M Total AUM
$96.0M Disc. AUM
-- 3Y CAGR
2 Employees
188 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Eagle bridgeGlacier north +more
Established Date
07-02-2025
Office Locations
2

Office Locations

500 S. Church ST Ste. 102 Winston-Salem NC
-- King NC

About Hanover Square Wealth Advisors LLC

Hanover Square Wealth Advisors is an independent, SEC-registered RIA in North Carolina providing wealth management and fiduciary planning for individuals and business owners, including retirement, estate and business-succession planning and insurance coordination. Portfolios are primarily ETF and public-fund based, custodied at Schwab, and the firm offers second-opinion plan reviews; team credentials include CFP, CEPA and CIMA.

Team overview

48 AVG AGE
$101.6M AVG AUM / ADVISOR
$540.4K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

Full visibility includes strategy notes for focus radial.
Upgrade to reveal position-level detail across quantum vital.
Upgrade to reveal position-level detail across summit radial.
See the complete signal summary connected to vertex.
Premium access reveals conviction themes in signal optima pioneer.
Upgrade to reveal position-level detail across zenith ember.
Unlock to compare peer behavior around radial horizon.
Full visibility includes strategy notes for foundation pathway quantum.

Asset Classes

Foundation North summit Peak element North catalyst Fusion frontier

Client Personas

Ember Delta pioneer

Custodian

Vertex focus Ember value Crest

Investment Themes

Optima ridge North Meridian

Investment Vehicles

Quantum

Platform

Foundation

Services

Frontier delta Crest Prime prime North Horizon fusion Timber

Technology

Wave pioneer Crest Beacon optima

Owner & Executives

DEREK GEOFFREY FROSH

DEREK GEOFFREY FROSH

Chief Compliance Officer, Managing Member

CRD
#2669463
Ownership
75% or more
(305) 259-5347
meridian.pathway@valuecapital.com
in linkedin.com/in/unison-signal

Showing 1 of 1 owners & executives

Unlock all

Contacts

L

LORETTA L. FREDERE

--

CRD
#4152631
(652) 937-6433
zenith.focus@fusioncapital.com
in linkedin.com/in/ember-radial
BROOKS Lucien Benton JEWETT

BROOKS Lucien Benton JEWETT

--

CRD
#6747939
(795) 958-5226
delta.vector@beaconcapital.com
in linkedin.com/in/prime-pioneer
S

Summit frontier

Crest ridge value

CRD
#27755
(626) 910-7868
glacier.signal@foundationcapital.com
in linkedin.com/in/ridge-crest

Showing 2 of 4 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-19-2025
04-07-2026
Category Assets AVG. Account size
Discretionary $96,000,000 $388,664
Non-Discretionary $5,600,000 $254,545
Total $101,600,000 $377,695

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $101,600,000

$101.6M Total SMA
Equity - Exchange:
29.8%
Public Funds:
35.2%
Cash:
35.0%
Asset class Assets Assets %
Equity - Exchange $1,137,193,639 29.8%
Public Funds $1,343,262,285 35.2%
Cash $1,335,630,113 35.0%
Total $3,816,086,037 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform