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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwayRidge glacier
- 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.
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Owner & Executives
HENRY FRANK GORECKI
Certified Financial Planner, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #1567719
- Ownership
- 75% or more
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| 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
Total SMA Asset: $34,542,014
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,253,375 | 19.0% |
| Cash | $1,440,257,693 | 35.9% |
| Equity - Exchange | $1,809,348,802 | 45.1% |
| Total | $4,011,859,870 | 100.0% |