RIA Intel›Advisers›California›HG WEALTH PARTNERS LLC

HG WEALTH PARTNERS LLC

Advisory

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA

#4,687

of 5,480 advisers by AUM

Average account

$415K

across 23 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV

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

23 clients

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

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

LIGHTHOUSE ADVISORY SERVICES, INC.

$10M

KELLOGG WEALTH ADVISORS, INC.

$9M

ABUNDANCE WEALTH ADVISERS LLC

PLEASANTON, CA

$9M

KILIMANJARO CAPITAL, LLC

MANHATTAN BEACH, CA

$10M

CAMPBELL ADVISORY SERVICES, LLC

NEWPORT BEACH, CA

$9M

SELAH WEALTH ADVISORS LLC

$10M

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