# Hill Wealth Strategies

Hill Wealth Strategies is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Assets under management:** Undisclosed
- **Website:** https://hillwealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/77086593

## Regulatory record

- **CRD number:** 149511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149511

## About

Hill Wealth Strategies assists neighbors and friends in communities throughout Virginia to get on track towards a secure financial future heading into retirement. The firm offers a variety of strategies to help clients reach their financial goals and provides innovative financial strategies, solutions and planning for local families and businesses. Its work centers on retirement clarity, wealth accumulation and preservation, income and tax planning, and related services.

## People

- Dan Hill — President and CEO / CEO/Founder, CFP®, AIF®
- Daniel Rodriguez — Chief Operating Officer, AIF®

## Questions

### Who runs investment decisions at Hill Wealth Strategies?

No named principals or investment committee members are publicly documented. The firm's Form ADV or SEC filings, if any, are not accessible via public databases. Without disclosed leadership, oversight and decision-making structure are unknown.

### Does Hill Wealth Strategies manage assets on a discretionary basis?

As an RIA, Hill Wealth Strategies is authorized to offer discretionary asset management, but no specific mandate or service model has been disclosed. Without client documentation or Form ADV details, its operational scope is unverified.

## Related profiles

- [Pinedo Financial Services](https://altss.com/profile/pinedo-financial-services)
- [HI-LINE CAPITAL MANAGEMENT, LLC](https://altss.com/profile/hi-line-capital-management-llc)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/hill-wealth-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology