firm profile

Hrtg Gpe, LLC

RIA Wilson, WY CRD 157389 Last verified October 2026

Overview

Hrtg Gpe, LLC is an SEC registered investment adviser based in Wilson, WY, registered since 2012. It reports $27.1B in assets under management across 22 accounts, with 26 employees.

Reported AUM: $27.1B
Discretionary: 100%
Accounts: 22
Average account: $1.2B
Employees: 26
Registered since: 2012
Jurisdictions: 2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Client types: Pooled Investment Vehicles
Fee structure: Other Fees and Percentage of Assets

Executive officers 3 of 14

Keith Johnson Chief Executive Officer, Managing Member CRD 3223558
Kevin Kelly Chief Investment Officer, Managing Member CRD 6776462
Connie Sek Lum Wu Chief Financial Officer CRD 7538346

11 more executive officers, with direct contact details

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Location

Headquarters: 5237 Hhr Ranch Rd Ste 2
Wilson, WY 83014
County: Teton
Metro area: Jackson, WY-ID
Region: West

Registrations

SEC registered
Registered in 2 jurisdictions
Website: hrtg.com

Every state, with registration dates

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