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HP WEALTH MANAGEMENT LLC
CRD 330115
401 E. FREMONT ST., LARAMIE, WY, 82072, United States
Phone
307-745-7241
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.8M
Discretionary AUM
$17.8M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.7M |
| High net worth individuals | 8 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD