Hilpan Moxie Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159966
- Registered since
- August 6, 2026
- Website
- www.hilpanmoxiewm.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.55%
- Individuals15.39%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hilpan Moxie Wealth Management, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm charges a mix of asset-based fees and fixed fees, and it is not positioned as a capital allocator. It is not an active ESG investor and is not registered as a multi-state advisor. Advisory services focus on individualized planning and discretionary and non-discretionary portfolio management rather than institutional pension consulting or affiliated adviser networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds16%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Don Hilario
FounderCRD 5038289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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