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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2020
- Office Locations
- 1
Office Locations
About Halley Hill Wealth Management LLC
Halley Hill Wealth Management is an independent RIA delivering fiduciary financial planning and custom investment management for individuals and families, with emphasis on retirement transitions and 401(k)/pension decisions. The firm focuses on tax-efficient strategies and ongoing plan updates, coordinates with clients’ CPAs, and provides risk-management solutions with access to 50+ insurance carriers. Portfolios are researched and monitored in-house by a CFA.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Zachary Thomas Purvis
Chief Compliance Officer, Managing Member, President
- CRD
- #7258495
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,936,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,936,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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