HG Wealth Partners LLC

Overview

HG Wealth Partners LLC is a state registered investment adviser, registered since 2024. It reports $9.5M in assets under management across 23 accounts, with 3 employees. It has 4 investment adviser representatives.

Reported AUM

$9.5M

Discretionary

100%

Accounts

23

Average account

$415K

Employees

3

Advisory reps

4

Registered since

2024

Jurisdictions

2

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Bradley Clifford Kaiser Managing Member, Chief Compliance Officer CRD 2523397
• Donald Michael Bizub Managing Member CRD 1600090

Advisory reps 3 of 4

• Donald Micheal Bizub Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1600090
• Bradley Clifford Kaiser Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2523397
• Thomas Michael O'Connell Investment Adviser Rep CRD 2529442

1 more advisory rep, with emails, phones and branch locations

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates