Overview
HW Capital LLC (“Adviser” or “HW Capital”) is dedicated to providing wealth management services
primarily to ultra high-net worth individuals and their families.
Our firm is a limited liability company and was founded in 2018 and has been in the business as an
investment adviser since that time. Our firm is wholly-owned by Paul Haaga III and Brian Weissert
(the “Managing Partners”).
HW Capital provides fully integrated investment management and wealth planning services to its
clients. HW Capital advises clients over diversified asset classes and financial instruments, including
stocks, bonds, mutual funds, alternative investments in third-party managed private funds, third-
party managed separately managed accounts,
commercial real estate, and direct private placements.
HW Capital’s services are based on the individual needs of its clients and it tailors its investment
recommendations to each client’s goals. Clients may impose reasonable restrictions in the written
investment management agreement with HW Capital or at any time by providing written instructions
to HW Capital. These investment management agreements also include information about HW
Capital’s management fee, termination rights and proxy voting authorities.
HW Capital does not participate in wrap fee programs.
As of December 31, 2023, HW Capital had total regulatory assets under management of $288,726,739
managed on a non-discretionary basis.