$96.1M Total AUM
$66.1M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
14 yrs Firm Age
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- Custodian
- Vanguard · Wells Fargo
- Clients
- Retail
- Platforms
- LegacyRidge +more
- Established Date
- 02-10-2012
- Office Locations
- 1
Office Locations
-- Irvine CA
About Hilpan Moxie Wealth Management, LLC
Hilpan Moxie Wealth Management, LLC is an Irvine, CA RIA led by CFP® founder Don Douglas Hilario, focused on financial planning for Big Tech professionals. The firm provides comprehensive planning and portfolio management, including tax and estate planning and insurance guidance. Investment implementation emphasizes ETFs and high-quality fixed income. Uses Asset-Map to streamline client engagement/onboarding.
Team overview
-- AVG AGE
$96.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Vector summit Summit glacier
Investment Themes
Peak Capital Vital
Investment Vehicles
Bridge
Services
Delta Catalyst Vertex North Wave Delta pathway North value Momentum Signal
Technology
Prime vital Prime pathway Horizon Vertex meridian
Owner & Executives
DON DOUGLAS HILARIO
Chief Compliance Officer, Managing Member
- CRD
- #5038289
- Ownership
- 75% or more
(445) 219-3864
ridge.alpha@pathwaycapital.com
in linkedin.com/in/peak-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,100,000 | -- |
| Non-Discretionary | $30,000,000 | -- |
| Total | $96,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,100,000
Equity - Exchange:
27.4% U.S. Government/Agency:
15.1% Cash:
41.7% Corporate - Investment Grade:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,152,501,759 | 27.4% |
| U.S. Government/Agency | $1,186,232,721 | 15.1% |
| Cash | $3,275,887,714 | 41.7% |
| Corporate - Investment Grade | $1,241,223,643 | 15.8% |
| Total | $7,855,845,837 | 100.0% |