HG Wealth Partners LLC

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Client assets under management

$9,538,168

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$414,703

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

Financial planning Portfolio management

Expertise

General retirement planning Business succession planning Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: Up to 2% Over $1,000,000+: Up to 1.5%

Project-based

Up to $250 per hour for financial planning services

Main office location

HG Wealth Partners LLC

Long Beach CA, United States

Number of offices

Most active in

California · Nevada

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

562-453-5382

Advisors at this firm

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.

General retirement planning Business succession planning Cash flow / budgeting

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.

General retirement planning Business succession planning Cash flow / budgeting

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.

General retirement planning Business succession planning Cash flow / budgeting

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