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HG WEALTH MANAGEMENT, LLC
CRD 161032
401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, 60611, United States
Phone
312-723-5116
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.5M
Discretionary AUM
$32.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.3M |
| High net worth individuals | 12 | $30.3M |
All web addresses on file
Official SEC filing: View on IAPD