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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail
- Platforms
- Insight
- Established Date
- 10-01-2018
- Office Locations
- 1
Office Locations
About Hedged Private Wealth
Hedged Private Wealth, LLC is a Louisiana-registered RIA serving retail clients, including business owners, entrepreneurs, and retirees. The firm provides financial planning and portfolio/asset management, with asset allocation and insurance and tax-planning considerations. Portfolios can include mutual funds and ETFs (and annuities where appropriate). Custody includes Charles Schwab & Co. and John Hancock.
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Owner & Executives
Carrie Provenzano
Chief Compliance Officer, Investment Advisor
- CRD
- #6816071
- Ownership
- 50% but less than 75%
MARK ANTHONY PROVENZANO
DIRECTOR, Investment Advisor
- CRD
- #2877532
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Ashley Elizabeth Graham
--
- CRD
- #8168028
Mia A Provenzano
--
- CRD
- #7754988
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,240,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,240,896 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,240,896
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,984,677,295 | 32.9% |
| Equity - Exchange | $1,779,573,866 | 29.5% |
| Derivatives | $2,268,202,623 | 37.6% |
| Total | $6,032,453,784 | 100.0% |