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HS Wealth Partners

HS Wealth Partners. CRD 330640

HS Wealth Partners logo

CRD: 330640

HS Wealth Partners

Nashville, TN, 37203
5053612223
hswealthpartners.com
$481.2M Total AUM
$481.2M Disc. AUM
-- 3Y CAGR
5 Employees
285 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Folio Investments · Goldman Sachs · UBS
Clients
Retail and Institutional
Platforms
Beacon momentumRadial
Established Date
05-06-2024
Office Locations
5

Office Locations

16133 Ventura Blvd. 545 Encino CA
25 Music Square East Suite 200 Nashville TN
-- Encino CA

About HS Wealth Partners

HS Wealth Partners is a boutique wealth management firm serving select entertainment professionals, business owners, and other high earners with complex, variable income. The team delivers tailored planning strategies designed to simplify decisions, with a proactive, high-touch service model and a multi-office footprint across Nashville, Los Angeles, and Albuquerque. Portfolios are primarily ETF-based, and the firm supports custody/platform relationships including Goldman Sachs.

Team overview

-- AVG AGE
$120.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Catalyst

Client Personas

Beacon North vertex

Custodian

Horizon value Wave insight Timber capital Pioneer Vertex

Investment Themes

Signal Glacier radial

Investment Vehicles

North

Services

Unison radial Capital radial Matrix Pioneer Crest Signal prime

Technology

Oak Value

Owner & Executives

PETE D HENDERSON

PETE D HENDERSON

Partner

CRD
#2301206
Ownership
50% but less than 75%
(276) 919-6720
value.delta@zenithcapital.com
in linkedin.com/in/unison-radial
ANTHONY DREW STEFFAN

ANTHONY DREW STEFFAN

PARTNER

CRD
#2404745
Ownership
25% but less than 50%
(279) 365-2380
vertex.ridge@catalystcapital.com
in linkedin.com/in/insight-alpha
V

Vital pathway

Atlas ridge radial

CRD
#85844
Ownership
9.8%
(817) 296-4419
radial.foundation@bridgecapital.com
in linkedin.com/in/horizon-value

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Contacts

D

Daniel Louis Frattali

Owner

CRD
#6615129
(595) 321-5949
crest.vector@pathwaycapital.com
in linkedin.com/in/wave-ridge
N

Nicholas Vincent Frattali

--

CRD
#7997064
(510) 552-7554
pioneer.ember@capitalcapital.com
in linkedin.com/in/fusion-signal
M

Meridian zenith

Momentum pioneer matrix

CRD
#32070
(442) 244-8291
north.wave@signalcapital.com
in linkedin.com/in/matrix-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2024
09-18-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $481,229,638 $768,737
Non-Discretionary $0 --
Total $481,229,638 $768,737

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Separately Managed Accounts

Total SMA Asset: $481,229,638

$481.2M Total SMA
Equity - Exchange:
21.7%
Municipal Bonds:
8.6%
Cash:
10.8%
Public Funds:
8.7%
U.S. Government/Agency:
19.1%
Corporate - Investment Grade:
22.0%
Derivatives:
9.1%
Asset class Assets Assets %
Equity - Exchange $198,421,364 21.7%
Municipal Bonds $78,637,038 8.6%
Cash $98,753,490 10.8%
Public Funds $79,551,423 8.7%
U.S. Government/Agency $174,647,376 19.1%
Corporate - Investment Grade $201,164,517 22.0%
Derivatives $83,208,960 9.1%
Total $914,384,168 100.0%

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