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HOXTON WEALTH

HOXTON WEALTH USA LLC

CRD 307387 · SEC 801-123553

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101 HUDSON STREET, 21ST FLOOR, JERSEY CITY, NJ, 07302, United States

Phone

737-249-9620

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$803.5M

Discretionary AUM

$0

Team

74 total employees; 34 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; PENSION ADVISORY SERVICES (SERVICE LEVELS)

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals949$342.9M
High net worth individuals429$460.6M

States served

AL, AZ, CA, CO, DE, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TN, VA, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD