Hillhurst Wealth Management LLC

RIASEC Registered
Total AUM
$219K
Discretionary
$219K
100% of AUM
Avg account
$43.8K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289433
Custodians
BETTERMENT
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hillhurst Wealth Management LLC is an individual-owned limited liability company that combines accounting services with advisory work for individuals and small businesses. Its stated advisory activities include financial planning, discretionary portfolio management for individual and small-business clients, and the selection of third‑party advisers. The firm reports a mix of fee arrangements — percentage of assets under management, hourly billing, and other fee types — and identifies itself as a capital allocator that can place client capital into external managers or private deals. The adviser is not marked as an active ESG investor, does not operate across multiple states, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Joseph Keenan

    Joseph Keenan

    Managing OwnerCRD 5914884

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth