HALLEY HILL WEALTH MANAGEMENT LLC

Overview

Halley Hill Wealth Management LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm combines fee-based portfolio management with financial planning and insurance brokerage, and it runs educational seminars and workshops aimed at smaller private clients and business owners. Halley Hill charges a mix of percentage-of-AUM, hourly and fixed fees, and manages all of its reported assets on a discretionary basis. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not presented as a pension consultant or related adviser. Investment activity centers on public funds and mutual funds as the backbone of client portfolios, with selective use of alternatives—principally hedge funds and real estate—plus annuities for income planning. Given the firm’s client base and product mix, portfolio construction appears focused on diversified, manager-driven fund solutions rather than heavy direct-stock trading or complex in-house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices