← Back to searchVisit website
HILLVALE WEALTH MANAGEMENT, LLC
CRD 332049
308 MONTVUE ROAD, KNOXVILLE, TN, 37919, United States
Phone
865-567-3888
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.5M |
| High net worth individuals | 9 | $20.2M |
| Corporations/business entities | 1 | $268K |
All web addresses on file
Official SEC filing: View on IAPD