HYLINE WEALTH

Overview

Hyline Wealth operates as an independent registered investment adviser organized as a limited liability company with an individual owner. The firm serves both individuals and families as well as institutional clients, combining financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Hyline Wealth also operates as an insurance broker, which it integrates into client planning and risk-transfer conversations. Investment activity is concentrated in publicly traded equities. The firm runs primarily discretionary portfolios and shows a clear equity preference in asset allocation. Fee arrangements are flexible across clients — percentage of assets under management, hourly consulting, and fixed-fee engagements are all used depending on the assignment. Hyline Wealth is not identified as an active ESG investor and does not present as a multi-state adviser in the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices