# HG Wealth Management, LLC

> HG Wealth Management, LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 161032
- Filed as: HG WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161032
- AdvisorCensus page: https://advisorcensus.com/firm/hg-wealth-management-llc-chicago-il-161032

## Quick answers

**How is HG Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HG Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is HG Wealth Management, LLC located?**
HG Wealth Management, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is HG Wealth Management, LLC registered with the SEC or a state?**
HG Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161032.

**How much does HG Wealth Management, LLC manage?**
HG Wealth Management, LLC reports $34,542,014 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (95% discretionary).

**What types of clients does HG Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (7).

**Does HG Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161032

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $34,542,014
- Discretionary: $32,659,495
- Non-discretionary: $1,882,519

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,250,848 |
| High net worth individuals | 12 | $30,291,166 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hgwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HG Wealth Management, LLC (CRD 161032): Form ADV filing data as of October 2026.