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- Custodian
- Betterment · Capital Group · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
About Hillhurst Wealth Management LLC
Hillhurst Wealth Management is a CPA-owned, independent, fee-only firm focused on tax-efficient personal financial planning, discretionary investment management, and comprehensive wealth management. Portfolios are primarily built with low-cost ETFs and mutual funds, with the ability to diligence private placements for accredited and qualified investors. The team brings experience serving ultra-high net worth individuals and family offices and coordinates with clients’ existing advisors.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH JOHN KEENAN
Chief Financial Officer, Managing Member
- CRD
- #5914884
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $219,109 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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