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H&S TAX AND WEALTH ADVISORS LLC

Advisory

RED BANK, NJ

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in NJ

#654

of 775 advisers by AUM

Average account

$385K

across 176 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

83 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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