Hilty Wealth Management LLC

Overview

Hilty Wealth Management LLC is a small, fee-based advisory focused on serving individual and family clients with direct portfolio management for individuals and small businesses. The firm concentrates its investing activity on publicly traded equities and exchange-traded funds, and it runs client accounts on a percentage-of-AUM fee schedule. Hilty Wealth Management does not position itself as an ESG-focused manager and does not operate as a multi-state adviser or a capital allocator; its practice is narrow and execution-oriented, working primarily through liquid, public securities rather than private or bespoke capital deployments. Investment preferences point toward equity exposure as the primary building block for client portfolios. Given the firm’s stated advisory activity and custody choices, the manager appears to favor straightforward equity and mutual fund allocations that are easy to trade and monitor through online custodial platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices