Hive Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$282,663
Clients
1
Advisors
1
of 1 employees
About
Hive Wealth Management LLC is an independent, single-advisor investment adviser whose Form ADV reports discretionary assets under management of $344,686.24 and discloses that it provides portfolio management and financial planning services. The brochure describes the firm’s work as managing client investment accounts and preparing negotiated, fixed-fee financial plans.
The firm generally manages accounts on a discretionary basis and documents client relationships in written advisory and planning agreements; the brochure notes clients may receive a full refund if agreements are cancelled within five business days and may terminate with short notice thereafter. Hive follows common independent-adviser practices such as AUM-based portfolio management and individualized planning, with fees and engagement terms documented in each client agreement.
Distinctive features in the Form ADV include an affiliation with a law firm and service to pooled investment vehicle clients, both of which are uncommon for similarly sized independent, single-advisor firms. The brochure also indicates the firm does not target non‑high‑net‑worth individual clients, reflecting a narrower client focus than many peers.
Client services
Fee options
Fixed financial planning fees between $3,000 and $10,000
1.00% annually flat fee
Main office
Ashton MD
Advisors at this office
1
Most active in
District of Columbia · Florida · Georgia · Maryland · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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