HILPAN MOXIE WEALTH MANAGEMENT, LLC

HILPAN MOXIE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 159966). Regulatory assets under management: $100.4M.

Registration

• CRD: 159966
• SEC file number: 801-136934
• Type: Registered investment adviser
• Phone: 949-559-1852
• Latest filing: 2026-07-28
• Regulatory AUM: $100.4M
• Discretionary AUM: $71.2M
• Non-discretionary AUM: $29.1M
• Clients: 1
• Accounts: 264

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159966 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search