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HANOVER SQUARE WEALTH ADVISORS LLC

· CRD 336534 · IAPD ↗ · hanoversquarewa.com · 336-444-2680

$101.6MRegulatory AUM
1Advisory reps
2Employees
90Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — HANOVER SQUARE WEALTH ADVISORS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — HANOVER SQUARE WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
December 2025 — HANOVER SQUARE WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
August 2025 — HANOVER SQUARE WEALTH ADVISORS LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 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.