Hillhurst Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 289433
- Website
- hillhurstwealth.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hillhurst Wealth Management LLC is an individual-owned limited liability company that combines accounting services with advisory work for individuals and small businesses. Its stated advisory activities include financial planning, discretionary portfolio management for individual and small-business clients, and the selection of third‑party advisers. The firm reports a mix of fee arrangements — percentage of assets under management, hourly billing, and other fee types — and identifies itself as a capital allocator that can place client capital into external managers or private deals. The adviser is not marked as an active ESG investor, does not operate across multiple states, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Joseph Keenan
Managing OwnerCRD 5914884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Shai Weinbaum Investment Management
RIAL & B Realty Advisors, LLP
RIADallas, TX
Aris Alpha LLC
RIAPrimus Trust
RIAWindermere, FL