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HANOVER SQUARE WEALTH ADVISORS LLC
CRD 336534 · SEC 801-133697
NC, United States
Phone
336-444-2680
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$101.6M
Discretionary AUM
$96.0M
Team
2 total employees; 1 advisory reps; 90 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $13.4M |
| High net worth individuals | 50 | $86.0M |
| Pension/profit sharing plans | 1 | $461K |
| Charitable organizations | 1 | $165K |
| Corporations/business entities | 1 | $1.6M |
States served
NC, FL
All web addresses on file
Official SEC filing: View on IAPD