HICKORY WEALTH MANAGEMENT, LLC

Overview

Hickory Wealth Management, LLC is an SEC-registered limited liability company that describes itself as a capital allocator serving individual and family clients. The firm, registered in 2025 and owned by an individual, charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. It also provides selection-of-other-advisers services, indicating it places client capital with third-party managers rather than relying solely on in-house proprietary funds. The firm does not describe itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives