HP Wealth Management LLC

Overview

HP Wealth Management LLC is a state registered investment adviser based in Laramie, WY, registered since 2024. It reports $17.8M in assets under management across 17 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$17.8M

Discretionary

100%

Accounts

17

Average account

$1M

Employees

3

Advisory reps

3

Registered since

2024

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Derek J Campbell Owner CRD 6356428
• Jason K Roesler Owner CRD 2940046
• Matthew E Amsberry Owner, Chief Compliance Officer CRD 2895306

Advisory reps 3 of 3

• Matthew E Amsberry Investment Adviser Rep CRD 2895306
• Zane Anthony Kuhbacher Investment Adviser Rep CRD 7622683
• Jason K Roesler Investment Adviser Rep CRD 2940046

Location

Headquarters

401 E Fremont St
Laramie, WY 82072

County

Albany

Metro area

Laramie, WY

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: highpointcpa.com

Every state, with registration dates

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