$36.0M Total AUM
$36.0M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus glacier
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
308 Montvue Road Knoxville TN
About Hillvale Wealth Management, LLC
Hillvale Wealth Management is a woman-owned, founder-led RIA based in East Tennessee providing tailored financial planning and investment management for individuals and families. Public filings indicate an ETF-focused approach centered on asset allocation and risk management, with Charles Schwab used as a custodian.
Team overview
-- AVG AGE
$36.0M AVG AUM / ADVISOR
$720.9K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Alpha timber
Custodian
Optima Matrix harbor Momentum peak
Fund Managers
Momentum vector
Investment Themes
Catalyst north Meridian catalyst Delta oak
Investment Vehicles
Peak Fusion bridge
Services
Ember Oak atlas Summit signal Summit element Glacier Signal oak Atlas
Technology
Element
Owner & Executives
Caroline Murphy Friedrich
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #7186913
- Ownership
- 75% or more
(458) 439-5720
bridge.radial@optimacapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,046,807 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,046,807 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,046,807
Equity - Exchange:
13.0% Public Funds:
31.9% U.S. Government/Agency:
30.2% Corporate - Investment Grade:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $794,642,378 | 13.0% |
| Public Funds | $1,949,930,142 | 31.9% |
| U.S. Government/Agency | $1,846,015,370 | 30.2% |
| Corporate - Investment Grade | $1,522,045,784 | 24.9% |
| Total | $6,112,633,674 | 100.0% |