Hive Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 313724
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.01%
- Pooled Investment Vehicles17.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hive Wealth Management LLC is an independent registered investment advisor that focuses on providing personalized financial planning and portfolio management services primarily for individuals and small businesses. The firm operates under an individual ownership structure and does not act as a capital allocator. Hive Wealth Management is not involved in ESG investing and does not serve as a pension consultant. Its client base includes both individual and family clients as well as institutional clients, allowing for a diverse range of investment strategies and services tailored to various needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Patti Grant
Investment Adviser RepresentativeCRD 6027143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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