RIA Intel›Advisers›Vermont›HWC, LLC

HWC, LLC

Advisory

MANCHESTER CENTER, VT

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in VT

#45

of 52 advisers by AUM

Average account

$195K

across 310 accounts

AUM per adviser

$30M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients113

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVT

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

113 clients

11 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VT

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

ESSEX ASSET MANAGEMENT GROUP INC.

SOUTH BURLINGTON, VT

$57M

EQUINOX FINANCIAL ADVISORS, INC.

MANCHESTER CENTER, VT

$55M

PAUL FINANCIAL SERVICES INC

$51M

GALLAGHER FLYNN FINANCIAL ADVISORS LLC

SOUTH BURLINGTON, VT

$48M

BARRELL INVESTMENT GROUP, INC.

$75M

AFS WEALTH MANAGEMENT LLC

$40M

Get the full picture on HWC, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HWC, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans