PPrivate Fund Data Log in Join · $37/mo

Hilpan Moxie Wealth Management, LLC

CRD 159966SEC# 801-136934
Export (members)
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.
View on SEC.gov ↗

Hilpan Moxie Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Don Douglas Hilario ControlManaging Member/Chief Compliance OfficerOver 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 hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$71.2M
Non-discretionary$29.1M
Total (RAUM)$100.4M