HWC Financial

Overview

HWC Financial is a state registered investment adviser based in Manchester Center, VT, registered since 2019. It reports $60.4M in assets under management across 310 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$60.4M

Discretionary

100%

Accounts

310

Average account

$195K

Employees

3

Advisory reps

2

Registered since

2019

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Kevin Michael Theissen Member, Principal, Chief Compliance Officer CRD 3228847

Advisory reps 2 of 2

• Zachary Levine Insurance Agent · Investment Adviser Rep CRD 5585848
• Kevin Michael Theissen Insurance Agent · Investment Adviser Rep CRD 3228847

Location

Headquarters

4532 Main St
Manchester Center, VT 05255

County

Bennington

Metro area

Bennington, VT

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: hwcfinancial.com

Every state, with registration dates

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