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HT PARTNERS LLC

CENTERBROOK, CT · CRD 147400 · IAPD ↗ · htpartnersfamilywealth.com · 860-662-4197

$556.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
More than 500Planning clients
0Private funds
8States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — HT PARTNERS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — HT PARTNERS LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
April 2025 — HT PARTNERS LLC changed its website from htpartnersiq.com to htpartnersfamilywealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — HT PARTNERS LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HT PARTNERS LLC crossed $500M in regulatory AUM ($485.5M -> $503.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.