Hillhurst Wealth Management LLC

Overview

Hillhurst Wealth Management LLC is a small, client-focused advisory firm that provides financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. The firm is organized as a limited liability company and is individually owned. It describes itself as a capital allocator and reports a preference for equities, with its investable assets concentrated in exchange-traded securities. Hillhurst’s fee arrangements include a percentage-of-AUM component alongside hourly charges and other fee types, which supports both ongoing portfolio management and ad hoc planning engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Its activity profile and service set point to a boutique operation that manages straightforward equity-focused portfolios while coordinating outside managers or sponsors when clients require alternative or specialized solutions.

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Location & Offices