H
$344.7K Total AUM
$344.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2021
- Office Locations
- 1
Office Locations
-- Ashton MD
About Hive Wealth Management LLC
Hive Wealth Management LLC is a Ashton-based RIA. The firm has been operating for 5 years. Managing $344.7K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$344.7K AVG AUM / ADVISOR
$172.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Services
Available
Owner & Executives
P
PATTI LILLIAN GRANT
Chief Compliance Officer, Managing Member
- CRD
- #6027143
- 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 | $344,686 | -- |
| Non-Discretionary | $0 | -- |
| Total | $344,686 | -- |
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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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