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HS WEALTH PARTNERS

NASHVILLE, TN · CRD 330640 · IAPD ↗ · hswealthpartners.com · (505) 361-2223

$481.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2025 — HS WEALTH PARTNERS moved its main office from ALBUQUERQUE, NM to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2025 — HS WEALTH PARTNERS added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2025 — HS WEALTH PARTNERS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
February 2025 — HS WEALTH PARTNERS now reports custody of client assets ($16.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
September 2024 — HS WEALTH PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
September 2024 — HS WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — HS WEALTH PARTNERS (ALBUQUERQUE, NM) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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