H&S TAX AND WEALTH ADVISORS LLC

H&S TAX AND WEALTH ADVISORS LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 290643). Regulatory assets under management: $67.8M.

Registration

• CRD: 290643
• Type: Registered investment adviser
• Location: 130 MAPLE AVE, RED BANK, NJ, 07704
• Phone: 732-268-8813
• Latest filing: 2026-01-29
• Regulatory AUM: $67.8M
• Discretionary AUM: $67.8M
• Clients: 3
• Accounts: 176

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search