Wealth Manager
    Manages Private Funds

    Hwc Financial

    Registered investment advisor · Manchester Center, Vermont · CRD #299845

    Assets Under Management
    $60M
    Client Accounts
    310
    Employees
    3
    CRD Number
    299845
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hwc Financial

    Hwc Financial is a registered investment advisory firm headquartered in Manchester Center, Vermont, managing approximately $60M in regulatory assets across 310 client accounts. The firm's full regulatory record is filed with the SEC under CRD #299845.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hwc Financial

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Hwc Financial's AUM?

    Hwc Financial reports approximately $60M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hwc Financial headquartered?

    Hwc Financial is headquartered in Manchester Center, Vermont.

    What is Hwc Financial's CRD number?

    Hwc Financial's CRD number is 299845. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hwc Financial manage?

    Hwc Financial manages approximately 310 client accounts according to its latest SEC filing.

    Is Hwc Financial SEC registered?

    Hwc Financial is registered as a STATE investment adviser.

    Research firms like Hwc Financial at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial