HT PARTNERS LLC
SEC RegisteredWhen Life Asks the Question, We Help You Answer It.
About the firm
HT Partners Family Wealth offers values-based wealth management for families, widows, and entrepreneurs. They focus on helping clients understand what their wealth is for, working through three core areas: multi-generational wealth transfer planning, wealth management for widows, and business transition and exit planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-Generational Wealth Transfer Planning, Wealth Management for Widows, and Business Transition & Exit Planning. The firm also connects clients with specialized resources through its advisory team and network of professional relationships.
Who they serve
Families, widows (surviving spouses facing financial life on their own for the first time), and entrepreneurs (business owners preparing for or navigating major liquidity events and business transitions).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $68M |
| High Net Worth Individuals | 48 | $474M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HT PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.