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HRTG GPE, LLC

WILSON, WY · CRD 157389 · IAPD ↗ · 650-397-9070

$27.10BRegulatory AUM
8Advisory reps
26Employees
0Clients
n/aPlanning clients
22Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — HRTG GPE, LLC reported RAUM up 31% ($20.62B -> $27.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — SCHF (GPE), LLC is now doing business as HRTG GPE, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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