# HHL Wealth Advisors

HHL Wealth Advisors is an Asset Manager based in Flushing, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Flushing, United States
- **Region:** North America
- **Address:** Cherry Hill, NJ, United States
- **Founded:** 1996
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** hhlwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/hhl-wealth-advisors

## Regulatory record

- **CRD number:** 327649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327649

## About

HHL Wealth Advisors Inc. is a state-registered investment adviser in Flushing, NY. The firm manages $458,578 in assets, $367,662 on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning

## People

- Marc S. Hettleman — President & Founder

## Questions

### Who runs investment decisions at HHL Wealth Advisors?

Marc S. Hettleman, the firm's founder and President, serves as the named portfolio manager and leads investment decisions. Hettleman holds a CPA designation and the firm's published materials consistently position him as the central decision-maker on asset allocation, security selection, and client portfolio construction.

### How does HHL Wealth Advisors approach tax management in client portfolios?

Tax management is embedded in the portfolio-construction process rather than treated as a year-end exercise. Hettleman's CPA background informs the firm's emphasis on after-tax returns, with specific attention to asset location across taxable and tax-deferred accounts, tax-loss harvesting, and the interaction between distribution sequencing and the federal tax code.

### What investment strategies does HHL Wealth Advisors employ?

The firm constructs individual portfolios spanning equities, fixed income, mutual funds, and alternative strategies. Hettleman's published commentary focuses heavily on retirement-income sustainability and managing sequence-of-returns risk, with allocation decisions driven by each client's spending requirements, tax situation, and withdrawal timeline rather than a single house model portfolio.

## Related profiles

- [Next Level Wealth Planning](https://altss.com/profile/next-level-wealth-planning-llc)
- [Myers Asset Management](https://altss.com/profile/myers-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hhl-wealth-advisors-inc

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