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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-15-2012
- Office Locations
- 1
Office Locations
About HG Wealth Management, LLC
HG Wealth Management is an independent, fee-only RIA led by Henry Gorecki, CFP, providing fiduciary financial planning and wealth management for individuals and families. Services include retirement planning, insurance and risk management, and tax/estate planning with portfolio construction using diversified public funds, including index funds and mutual funds. Client assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
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The full HG Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HENRY FRANK GORECKI
Certified Financial Planner, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #1567719
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,659,495 | -- |
| Non-Discretionary | $1,882,519 | -- |
| Total | $34,542,014 | -- |
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Separately Managed Accounts
SMA allocation detail is available
HG Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.