$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2023
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Hilty Wealth Management LLC
Hilty Wealth Management LLC is an owner-led, retail-focused investment advisory firm providing portfolio construction, asset allocation, and risk management. The practice emphasizes ETF-based implementation, with use of mutual funds and thematic exposures such as fixed income and infrastructure. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$220.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Zachary Lee Hilty
Associate, Chief Compliance Officer, Chief Executive Officer
- CRD
- #7674438
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,543,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,543,881 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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