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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2008
- Office Locations
- 1
Office Locations
About HT Partners LLC
HT Partners is an independent, fiduciary RIA serving entrepreneurs, private business owners, and multi-generational families with deeply personalized wealth planning. The team provides financial planning, estate/legacy and business succession planning, and discretionary portfolio management with an asset-allocation and risk-management lens across mutual funds, ETFs, fixed income, and select alternatives. Custodied at Schwab and built on Orion and eMoney workflows.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
PETER JOSEPH DECKER
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #2623858
- Ownership
- 25% but less than 50%
CHRISTOPHER J. KOEHM
Advisor, Managing Member
- CRD
- #5540551
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Austin Michael Van Winkle
--
- CRD
- #6981391
JACK W. WHEELER
--
- CRD
- #7401677
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $552,248,077 | $1,508,875 |
| Non-Discretionary | $4,077,394 | $83,212 |
| Total | $556,325,471 | $1,340,543 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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