Hilpan Moxie Wealth Management, LLC
CRD 159966SEC# 801-136934
No longer SEC-registered. Hilpan Moxie Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$100.4M
Employees
1
Accounts
264
Location
—
Hilpan Moxie Wealth Management, LLC assets under management
Hilpan Moxie Wealth Management, LLC operates as an SEC-registered investment adviser. It reports $100.4 million in regulatory assets under management and employs 1 people.
Hilpan Moxie Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Don Douglas Hilario Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Hilpan Moxie Wealth Management, LLC manage?
Hilpan Moxie Wealth Management, LLC reports $100.4 million in regulatory assets under management on its Form ADV.
How many employees does Hilpan Moxie Wealth Management, LLC have?
Hilpan Moxie Wealth Management, LLC reports 1 employees.
Does Hilpan Moxie Wealth Management, LLC disclose fund performance?
Hilpan Moxie Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$100.4Mregulatory AUM
Discretionary $71.2MNon-discretionary $29.1M