A complete list of active advisors currently associated with Hive Wealth Management LLC
Warmer can help you find a great advisor at Hive Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hive Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ashton, MD
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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