Ives Hill Wealth Management
Firm details
- Headquarters
- Syracuse, New York
- CRD number
- 341031
- Registered since
- April 1, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.2%
- Individuals23.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ives Hill Wealth Management is an independent, owner-operated limited liability company that provides portfolio management primarily for individual and family clients and small-business owners. The adviser is SEC registered (2026) and bills clients on a percentage-of-assets basis while also offering hourly fee arrangements. The firm reports no active ESG investing posture, does not operate as a multi-state adviser, and does not serve as a pension consultant or capital allocator.
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 Equities64%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3James Cullen
CCOCRD 5111669
Gregory Jennings
Financial AdvisorCRD 2169365
Brian Jennings
Investment Advisor RepresentativeCRD 7689738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syracuse, NY
Onondaga
Location
Syracuse, NY
Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 5789 Widewaters Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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