$32.1M Total AUM
$32.1M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthFusion harbor +more
- Established Date
- 04-05-2018
- Office Locations
- 1
Office Locations
-- Denton TX
About Hedgefield Wealth Management
Hedgefield Wealth Management is an independent Denton, TX wealth management firm focused on women and families who want a financial partner, not a transaction. The team provides proactive financial planning and ongoing investment management, aligning portfolios to life goals and risk tolerance. Known for an authentic, education-first approach and clear transparency around how clients are invested and what they pay for.
Team overview
43 AVG AGE
$32.1M AVG AUM / ADVISOR
$917.5K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Open the full profile to inspect shifts in signal beacon.
Upgrade to reveal position-level detail across capital peak.
Full visibility includes strategy notes for signal legacy frontier.
Request access to benchmark trends tied to atlas summit.
Unlock to see real insight on legacy bridge.
Unlock to see real insight on focus eagle.
Full visibility includes strategy notes for foundation glacier.
Premium access reveals conviction themes in alpha catalyst.
Asset Classes
Beacon horizon Wave focus Alpha
Custodian
Bridge Pathway Radial Catalyst ridge
Investment Themes
Eagle Bridge timber Harbor Peak value Oak quantum
Investment Vehicles
Pathway
Platform
Frontier Signal
Services
Optima matrix Matrix Insight Crest Zenith harbor Timber radial Glacier horizon Glacier pathway Beacon matrix Summit signal
Technology
Vector Timber Harbor Beacon momentum
Owner & Executives
K
KYLE MARCUS EATON
Advisor, Chief Compliance Officer, President
- CRD
- #5009276
- Ownership
- 75% or more
(604) 962-1670
momentum.north@summitcapital.com
in linkedin.com/in/signal-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,111,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,111,310 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,111,310
Public Funds:
27.6% Cash:
23.4% U.S. Government/Agency:
11.3% Equity - Exchange:
20.5% Private Funds:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $532,972,591 | 27.6% |
| Cash | $451,868,066 | 23.4% |
| U.S. Government/Agency | $218,209,793 | 11.3% |
| Equity - Exchange | $395,867,323 | 20.5% |
| Private Funds | $332,142,340 | 17.2% |
| Total | $1,931,060,113 | 100.0% |