Hepworth Equity Partners, LLC

Hepworth Equity Partners, LLC (CRD# 145774) is a financial advisory firm headquartered in Wolfeboro, NH. They manage $55,356,604 in 210 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $263,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NJ, NY

Financial Advisors at Hepworth Equity Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bonnie C. Aves
CRD#: 2394247
39 Harbor Way, #18, Wolfeboro, NH 03894
73
Wealthminder
score

Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 22 years of experience in the finance industry.

2
Michael E. Hepworth
CRD#: 2448444
39 Harbor Way, #18, Wolfeboro, NH 03894
73
Wealthminder
score

Michael Hepworth (CRD# 2448444) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 22 years of experience in the finance industry.

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