Hedgefield Wealth Management

Overview

Hedgefield Wealth Management is an independent registered investment adviser run as a corporation with individual ownership. The firm serves a mix of high-net-worth individuals, families and small institutions, and positions itself as a fee-for-service advisory practice using a combination of percentage-of-AUM billing, hourly charges and fixed-fee engagements. The core client-facing work centers on financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Investment approach emphasizes using pooled public funds as the backbone of client portfolios, supplemented by third‑party alternative managers where appropriate. Hedgefield is not a capital allocator in the sense of running proprietary funds, and it reports it is not an active ESG investor. Portfolios are custodied primarily at a major custodian, which supports liquid market access and third‑party fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices