LAKE HILLS WEALTH MANAGEMENT, LLC

Overview

Lake Hills Wealth Management, LLC is an independent SEC‑registered RIA that focuses on individualized financial planning and portfolio management for individuals and families. The firm operates as a limited liability company, is owner‑managed, and charges clients through a mix of asset‑based fees, hourly work, and fixed fees. Investment activity shows a clear tilt toward publicly traded equities—primarily ETFs—supplemented by third‑party alternative fund allocations in real estate, commodities and energy (oil & gas). The RIA is not positioned as an ESG specialist or pension consultant; its mandate centers on discretionary portfolio management and planning for private clients and small business owners. Investment posture is equity‑centric with a heavy reliance on exchange‑traded instruments to gain market exposure and implement portfolio strategies. Mutual funds are used alongside ETFs, while alternative allocations are delegated to external managers in specialist areas such as real estate and natural resources to add diversification and income orientation where appropriate.

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Location & Offices