Ives Hill Wealth Management

RIASEC Registered
Total AUM
$183M
Discretionary
$183M
100% of AUM
Avg account
$404K
Accounts
453
Employees
3
Advisory reps
3

Firm details

Headquarters
Syracuse, New York
CRD number
341031
Registered since
April 1, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI76.2%
  • Individuals23.8%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ives Hill Wealth Management is an independent, individual-owned registered investment adviser focused on portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2026) and bills clients primarily as a percentage of assets under management, with hourly charges available for certain engagements. Its client base is individual and family investors rather than institutional pension plans, and the firm does not position itself as a capital allocator. Advisory activity centers on managed portfolios rather than operating a separate fund platform or acting as a multi-state pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 35%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds35%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 8

Active vs passive

$23.3M in ETFs

Passive

100%

$23.2M

Active

0%

$69.8K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$7.4M19,40631.78%

Location

Primary office

Syracuse, NY

Onondaga

Location

Syracuse, NY

Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
Onondaga
Address
5789 Widewaters Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth