HILLVALE WEALTH MANAGEMENT, LLC

Overview

Hillvale Wealth Management, LLC operates as an independent registered investment adviser focused on fee-based wealth management and financial planning. The firm serves individual and family clients as well as a limited institutional or small business segment, providing portfolio management and financial planning tailored to those groups. Investment activity is concentrated in discretionary management: the entire reported asset base is managed on a discretionary basis, with allocations heavily tilted toward exchange-traded equities and liquid, marketable instruments. Hillvale charges a percentage-of-assets fee and does not identify itself as an active ESG investor or as a capital allocator to third-party alternative managers. Advisory activity centers on individualized planning and portfolio management for individuals and small businesses. The firm’s structure as a single-owner limited liability company suggests a boutique operating model with a compact client base and a hands-on advisory approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices