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HP Wealth Management LLC

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Client assets under management

$15,426,777

Clients

13

62% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

4

Very Low

Average account size

$1,186,675

About

HP Wealth Management offers discretionary investment management, financial planning, retirement plan services, legacy position advice, and access to third‑party managers and a Turnkey Asset Management Program (FPAS) for individuals, high‑net‑worth clients, families, trusts, estates, corporations, and charitable foundations. Clients work under written Wealth Advisory Agreements and may impose reasonable investment restrictions; tax and accounting services are not provided by the adviser itself but are available through an affiliated accounting entity under a separate agreement.

The firm constructs customized portfolios using a strategic asset allocation process with occasional tactical adjustments, deploying cash, individual equities, fixed income (including Treasuries and municipal bonds), mutual funds, and ETFs; it also uses a proprietary quantitative optimization model and may pursue value‑oriented, alternative, or ESG/SIS approaches when appropriate. Accounts are managed on a discretionary basis, HPWM supervises any selected sub‑advisors or third‑party managers, and the brochure notes cash balances can represent a sizable portion of a portfolio depending on market outlook.

A distinctive feature is the firm’s affiliation with an accounting practice—several of the firm’s principals are actively practicing CPAs and tax preparation and planning are offered through the affiliated HighPoint CPAs under separate engagements, a relationship that is uncommon among supported firms. The brochure also discloses roughly $17.8 million in discretionary regulatory assets under management across a small client roster and three advisors, with periodic and annual reviews used to monitor client objectives and portfolio alignment.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing

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Fee options

Percentage

1.00% annually (maximum; fees are negotiable and may vary by client)

Project-based

Financial planning fees range from $250 to $400 per hour

Other

Fee-only: Hourly financial planning fees range from $250 to $400 per hour; negotiable based on client and complexity

Main office location

HP Wealth Management LLC

401 E. Fremont St.

Laramie WY 82072, United States

Number of offices

2

Most active in

More info

Colorado · Texas · Wyoming

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 307-745-7241

Advisors at this firm

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Zane K

Series 63, Series 65

Laramie, WY

HP Wealth Management LLC

Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with one year of industry experience. He also works as a staff accountant at Highpoint CPAs, preparing tax returns and providing accounting services for individual, business, and nonprofit clients. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients. The firm’s investment process combines strategic asset allocation with quantitative optimization and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with HighPoint CPAs for integrated tax and investment advisory services.

Private / alternative investments Real estate investing
user avatar

Jason R

Series 65

Laramie, WY

HP Wealth Management LLC

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.

Private / alternative investments Real estate investing
user avatar

Matthew A

CFA®

Laramie, WY

HP Wealth Management LLC

Matthew Amsberry is a CFA® charterholder with 12 years of industry experience. He is currently with HP Wealth Management LLC and HighPoint CPAs, where he serves as Chief Investment Officer and CPA. His prior experience includes roles at Advisers Investment Management, Inc., AMSBERRY & ASSOCIATES, PC, and the Archdiocese of Denver. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and individual clients. The firm integrates strategic asset allocation with quantitative and fundamental analysis and is affiliated with an accounting and tax practice, offering combined tax and investment advisory services.

Private / alternative investments Real estate investing
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