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Hilty Wealth Management
HILTY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1...
Hilty Wealth Management
HILTY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a staff of 2.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
John Hilty
President
Sector focus
Frequently asked questions
Who runs investment decisions at Hilty Wealth Management?
President John Hilty oversees the firm’s advisory and portfolio management functions. The firm does not publicly list a dedicated chief investment officer or external investment committee.
Is Hilty structured as a single family office or a multi-family office?
Hilty operates as a multi-family office and registered investment advisor. It serves multiple high-net-worth families and individuals, not a single benefactor.
Does Hilty make direct investments or only manage portfolios?
The firm focuses on asset allocation, portfolio construction, and financial planning for retail clients. There is no evidence of direct private-equity, real-estate, or venture-capital investments on its own account.
What investment stages and asset classes does Hilty target?
Hilty primarily allocates to public equities, fixed income, and cash equivalents. It does not disclose exposure to alternative asset classes such as hedge funds, private equity, or infrastructure.
How is Hilty Wealth Management related to any other financial entities?
No publicly disclosed affiliations with other family offices, asset managers, or holding companies have been identified. The firm appears to be an independent RIA.
Where does the underlying wealth come from for Hilty’s clients?
The firm does not disclose the wealth origin of its clients. It serves families with accumulated wealth from a variety of sources, but specifics are not public.
Profile maintained by Altss 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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