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HICKORY WEALTH MANAGEMENT, LLC
CRD 298475 · SEC 801-132481
1334 E. KINGSLEY, #C, SPRINGFIELD, MO, 65804, United States
Phone
(417) 306-9891
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.5M
Discretionary AUM
$118.4M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $34.5M |
| High net worth individuals | 48 | $92.0M |
States served
AR, CO, NE, OK, MO, TX, NH
Official SEC filing: View on IAPD