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HTB WEALTH ADVISORS, LLC

Advisory

BATON ROUGE, LA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$1M
across 20 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
7
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

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

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FENNER INVESTMENTS, L.L.C.
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+142.6% 1Y
ASSET MANAGEMENT SPECIALTIES, LLC
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$23M

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