$458.6K Total AUM
$367.7K Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · John Hancock
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-07-2023
- Office Locations
- 1
Office Locations
38-08 Union ST STE 7D Flushing NY
About HHL Wealth Advisors Inc.
HHL Wealth Advisors is a New York–based RIA focused on small business owners, integrating holistic financial planning, discretionary investment management, and company retirement plan design. Portfolios are built around customized asset allocation and are primarily implemented with ETFs. Affiliated with NAPFA and the XY Planning Network; custody via Altruist.
Team overview
-- AVG AGE
$229.3K AVG AUM / ADVISOR
$8.8K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CHENG LUO
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6678417
- Ownership
- 75% or more
Available
Available
Available
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C
Congzhu Yang
Financial Planner
- CRD
- #7792695
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,662 | -- |
| Non-Discretionary | $90,916 | -- |
| Total | $458,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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