# Hillvale Wealth Management

Hillvale Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/caroline-friedrich-cpa-cfp

## Regulatory record

- **CRD number:** 332049
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332049

## About

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.

## 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.

## Related profiles

- [GlobalGate Capital](https://altss.com/profile/globalgatecapital-llc)
- [Albar Capital](https://altss.com/profile/albar-capital-usa-llc)

---

Last updated: 2026-07-06T01:24:18.301Z

Canonical page: https://altss.com/profile/hillvale-wealth-management-llc

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