HG Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HG Wealth Partners LLC is a small advisory firm (about $9.5 million in AUM, three advisors and roughly 23 clients) that provides discretionary portfolio management and hourly financial planning to individuals, families, trusts and select institutional or corporate clients. The firm manages separate accounts composed of stocks, bonds, mutual funds and ETFs, and offers standalone planning that clients may elect to implement independently.
The firm’s investment process emphasizes fundamental analysis, supplemented at times by technical and cyclical factors, and portfolios are tailored to each client’s objectives, risk tolerance and any client-imposed restrictions. HG Wealth Partners generally operates with discretionary authority, monitors third‑party managers and investment vehicles used by clients, and directs clients to establish accounts with an independent custodian for execution and custody.
A distinctive feature of the firm is that several of its investment‑adviser representatives maintain outside roles as registered representatives of a FINRA‑registered broker‑dealer and as insurance agents; while the firm itself is not a broker‑dealer, those affiliations and the potential for commissions from insurance or other transactions are disclosed as conflicts of interest. Compared with many supported firms, HG Wealth Partners serves a relatively small, non‑HNW client base and emphasizes clear disclosures about outside business activities and how those activities may affect recommendations.
Client services
Expertise
Fee options
$0 - $1,000,000: Up to 2% Over $1,000,000+: Up to 1.5%
Up to $250 per hour for financial planning services
Main office
See officeLong Beach CA
Advisors at this office
2
Offices (3)
Most active in
California · Nevada
Also doing business as
Hg Wealth Partners LLC · Hg Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas O
Series 63, Series 66
Los Angeles, CA
HG Wealth Partners LLC
Thomas O’Connell is a financial advisor with HG Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His previous roles include positions at Horton Group Inc., Carnegie Wealth Management LLC, Hilltop Securities, and Western International Securities, Inc. Outside of advisory work, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop. HG Wealth Partners LLC manages discretionary portfolios and offers hourly financial planning for individuals, families, trusts, and select institutional clients. The firm’s investment approach focuses on fundamental analysis tailored to client objectives and operates with discretionary authority while maintaining transparent disclosures regarding outside business activities.
Donald B
Series 63, Series 65
Long Beach, CA
HG Wealth Partners LLC
Donald Bizub is a financial advisor at HG Wealth Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hamilton Grant LLC and Western International Securities, Inc. Bizub is also involved in life, health, and annuity insurance sales as a licensed insurance agent. HG Wealth Partners is a registered investment adviser serving a limited number of individual clients, families, trusts, and certain institutional or corporate accounts. The firm offers discretionary portfolio management and standalone financial planning, with investment decisions based on fundamental analysis and periodic account reviews.
Bradley K
ChFC®, Series 63, Series 66
Long Beach, CA
HG Wealth Partners LLC
Bradley Kaiser is a financial advisor with HG Wealth Partners LLC in Long Beach, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Western International Securities, Inc. and Hamilton Grant LLC. In addition to his advisory work, he provides consulting services to broker-dealers and registered investment advisers. HG Wealth Partners is a small registered investment adviser offering discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and select institutional accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, with financial planning services available as separate, time-limited engagements.
David S
Series 63, Series 65
Crystal Bay, NV
HG Wealth Partners LLC
David Simon is a financial advisor at HG Wealth Partners LLC with 42 years of industry experience. He previously worked at Western International Securities, Inc. for 21 years. He holds Series 63 and Series 65 licenses. HG Wealth Partners is a small registered investment adviser that provides discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and certain institutional or corporate accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, offering financial planning as a separate engagement without requiring implementation through the firm.
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