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H&S TAX AND WEALTH ADVISORS LLC
CRD 290643
130 MAPLE AVE, UNIT 2A, RED BANK, NJ, 07704, United States
Phone
732-268-8813
Fax
732-879-0288
Registration
— (—)
Source
State registered
Total AUM
$67.8M
Discretionary AUM
$67.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $28.8M |
| High net worth individuals | 19 | $38.9M |
All web addresses on file
Official SEC filing: View on IAPD