HILLVALE WEALTH MANAGEMENT, LLC

HILLVALE WEALTH MANAGEMENT, LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 332049). Regulatory assets under management: $36.0M.

Registration

• CRD: 332049
• Type: Registered investment adviser
• Location: 308 MONTVUE ROAD, KNOXVILLE, TN, 37919
• Phone: 865-567-3888
• Latest filing: 2026-06-12
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 2
• Accounts: 166

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search