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Hillvale Wealth Management
Hillvale Wealth Management, LLC is a state-registered investment adviser in Knoxville, TN. The firm manages approximately $36 million in regulatory assets.
Overview
Hillvale Wealth Management, LLC is a state-registered investment adviser in Knoxville, TN. The firm manages approximately $36 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who is the principal behind Hillvale Wealth Management?
No individual has been publicly identified as the founder, chief investment officer, or managing principal of Hillvale Wealth Management. The entity's registration documents do not list named executives, and no media profile or industry conference appearance links a specific family or operator to the firm as of mid-2026.
What is Hillvale's known investment strategy?
Hillvale Wealth Management has not published an investment policy statement, manager selection criteria, or asset-allocation framework. Without a website, press release, or LP commitment referenced in fund manager disclosures, the office's strategic posture — including any preference for direct investments, fund commitments, or passive holdings — cannot be characterized from public sources.
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