Multi-Family OfficeRIA · CRD 298475SEC-Registered

Updated:

Hickory Wealth Management

HICKORY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SPRINGFIELD, MO, registered since 2025. The firm manages $127 million in assets, $118...

Hickory Wealth Management

HICKORY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SPRINGFIELD, MO, registered since 2025. The firm manages $127 million in assets, $118 million on a discretionary basis. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

Who controls investment decisions at Hickory Wealth Management?

Hickory Wealth Management does not publicly name any principals or investment committee members. As a registered RIA, the firm likely has a designated chief compliance officer and investment advisors, but those identities are not disclosed in public records or the firm's own materials.

What is Hickory Wealth Management's investment strategy?

The firm's investment strategy is not publicly documented. Based on its RIA classification, it likely provides portfolio management, financial planning, and wealth advisory services to high-net-worth clients. No specific asset-class preferences, sector tilts, or deal structures have been disclosed.

Does Hickory Wealth Management operate as a single-family office?

The firm is registered as a limited liability company and designated as an RIA, which suggests it serves multiple clients rather than a single family. The name 'Hickory Wealth Management, LLC' is consistent with a multi-family office structure, but no definitive source confirms this.

What is the minimum asset threshold to work with Hickory Wealth Management?

No minimum asset threshold has been publicly stated. Many RIAs in the multi-family office space require at least $5–$10 million in investable assets, but without firm disclosure, this remains speculative.

Where is Hickory Wealth Management headquartered?

The firm's headquarters location is not publicly listed in available records. The entity is registered in the United States, but no specific city or state has been confirmed through the firm's website or regulatory filings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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