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HTB WEALTH ADVISORS, LLC
CRD 330312
2322 TREMONT DRIVE, BATON ROUGE, LA, 70809, United States
Phone
(225) 928-4770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.3M
Discretionary AUM
$24.3M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD