Hanover Square Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 7, 2026, reports $102M in regulatory assets under management, 2 employees, 1 office, and 269 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
50
2
Individuals
45.9%
45
3
Pension Plans
1.0%
1
4
Charitable
1.0%
1
5
Corporations
1.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of April 7, 2026
Discretionary94.5%
$96M
94% of total RAUM94.5%
Non-discretionary5.5%
$6M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$102M
Total Accounts269
10Y AUM Change+$102M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* 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.