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Hp Wealth Management LLC CRD 330115
$17.8M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
401 E. Fremont St., Laramie, WY 82072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| CO | RA | APPROVED | 2024-07-18 |
| WY | RA | APPROVED | 2024-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hp Wealth Management | Laramie | WY | 06/2024 | Present |
| Highpoint Cpas | Laramie | WY | 12/2022 | Present |
| Cpa Group Of Laramie, Llc | Laramie | WY | 12/2011 | 12/2022 |
High Point CPAs, not investment related, Accounting, Laramie, WY, Owner, 30+ hours per week during business hours. Owner accountant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
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