NASHVILLE, TNCRD 330640Latest ADV February 20, 2026
Hs Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated February 20, 2026, reports $481M in regulatory assets under management, 5 employees, 4 offices, and 626 accounts.
Assets Under Management
$481M
Employees
5
Offices
4 offices
Total Clients
285
Primary office
NASHVILLE, TN
25 MUSIC SQUARE EAST, SUITE 200, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
169
2
HNWI
33.7%
96
3
Pension Plans
7.0%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$481Mas of February 20, 2026
Discretionary100.0%
$481M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$481M
Total Accounts626
10Y AUM Change+$481M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.