HL WEALTH MANAGEMENT, LLC

Overview

HL Wealth Management, LLC is a small, adviser-led firm that serves individual and family clients through a manager-of-managers model. Its primary advisory activity is the selection of other advisers, which positions HL Wealth Management as a capital allocator rather than a single-manager shop. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser, suggesting a locally focused practice with selective deployment of client capital to third-party asset managers. Business and fee details are limited: the firm lists a fee structure classified as “other,” which can indicate customized billing arrangements (for example, flat fees, retainer models, or hybrid fee/commission setups) rather than a standard assets-under-management percentage. An industry affiliation with accounting professionals points to a likely emphasis on tax-aware planning and coordination with outside accountants when constructing client portfolios and selecting sub-advisers.

Assets & Accounts

Investments & Alternatives

Location & Offices