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HILPAN MOXIE WEALTH MANAGEMENT, LLC

CRD 159966

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$96.1M

Discretionary AUM

$66.1M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals47$16.0M
High net worth individuals33$80.1M

All web addresses on file

Official SEC filing: View on IAPD