Hanover Square Wealth Advisors LLC

EST. AUM
$101,600,000

CONTACTS
1

CLIENT ACCOUNTS
269

Firm Details

Metro area Charlotte
CRD Number 336534
Website hanoversquarewa.com
Client types

Overview

HSWA, founded and wholly owned by Derek Frosh, is a registered investment advisory firm launched in May 2025. The firm offers a comprehensive suite of advisory services tailored to meet the diverse financial needs of its clients. These services include investment management, financial planning, investment consulting, business consulting, and retirement plan advisory. HSWA operates under a client-first philosophy, delivering both discretionary and non-discretionary portfolio management alongside personalized planning services. The firm emphasizes fiduciary responsibility and customizes its solutions to align with each client’s goals, risk profile, and financial circumstances.

Platform Details

Investment Preferences

Alternative Activity