HYLAND WEALTH MANAGEMENT LLC

Overview

Hyland Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator, combining financial planning with portfolio management for individuals and small businesses. Its advisory services include financial planning, discretionary portfolio management, and the selection of other advisers to implement portions of client programs. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee options. Filings indicate the firm is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives