CRD: 330906

HG Wealth Partners LLC

Long Beach, CA

(562) 453-5382

$9.5M Total AUM

$9.5M Disc. AUM

-- 3Y CAGR

3 Employees

43 ADV. Clients

2 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company · First Republic Bank · Hilltop Securities
Clients: Retail
Platforms: --
Established Date: 06-14-2024
Office Locations: 3

Office Locations

-- Crystal BAY NV

-- Long Beach CA

-- LOS Angeles CA

About HG Wealth Partners LLC

HG Wealth Partners LLC is a Long Beach-based RIA with 3 offices. The firm has been operating for 2 years. Managing $9.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and First Republic Bank.

Team overview

58 AVG AGE

$3.2M AVG AUM / ADVISOR

$221.8K AVG AUM / CLIENT

1.3 yrs AVG TENURE

3 Employees

3 Advisory Reps

3 RIA Reps

2yrs Firm Age

Insights

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

Donald Michael Bizub

Managing Member, Vice President

CRD: #1600090
Ownership: 50% but less than 75%

Available

Bradley Clifford Kaiser

Chief Compliance Officer, Managing Member, Principal

CRD: #2523397
Ownership: 50% but less than 75%

Available

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Contacts

Thomas Michael O'Connell

CRD: #2529442

Available

David Gary Simon

Financial Advisor

CRD: #1064191

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$9,538,168	--
Non-Discretionary	$0	--
Total	$9,538,168	--

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Public Funds:

Available

Cash:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Public Funds	Available	Available
Cash	Available	Available
Total	Available	Available

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HG Wealth Partners LLC

Firm Details

Office Locations

About HG Wealth Partners LLC

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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