Hurst & Degraffenried Wealth Management, LLC

Overview

Hurst & Degraffenried Wealth Management, LLC is a small, independent registered investment adviser that serves individual and family clients with fee-based portfolio management and financial planning. The firm operates under a discretionary model, actively managing client portfolios and providing services that extend to small business and institutional accounts, including pension consulting. Investment activity is heavily equity-oriented: exchange-traded equities represent the dominant allocation, and the firm appears to run separately managed account (SMA) style relationships that emphasize equity exposure while layering in mutual funds and select alternative strategies for diversification. The firm does not market itself as an ESG investor and is organized to serve a concentrated client base. Its business model and account mix imply a high-touch advisory approach where portfolio construction is tailored to individual clients rather than relying on a one-size-fits-all product shelf.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices