HL Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HL Wealth Management works with individuals, small businesses, trusts, estates and charitable organizations by referring clients to third‑party investment advisers for financial, retirement, estate, education and insurance planning services. The firm offers a no‑cost introductory meeting with recommended third‑party advisers and leaves the decision to engage and enroll with those advisers to the client.
HL Wealth Management does not provide portfolio management, custody, or discretionary authority; instead, it assesses client suitability for external advisers through periodic reviews of clients’ financial information and ongoing knowledge of the third‑party advisers’ services and requirements. Investment management and billing are handled by the third‑party advisers, while HL Wealth Management conducts annual reviews of those relationships and discloses any referral compensation it receives.
The firm is affiliated with an accounting practice and is led by a CPA who also holds the Personal Financial Specialist credential, so many clients receive coordinated accounting, tax and adviser‑referral services — an arrangement that is uncommon among independent advisers. HL Wealth Management’s referral agreements span both high‑net‑worth programs and platforms that accept smaller accounts, enabling referrals across a wide range of client asset levels without the firm itself charging asset‑based advisory fees.
Client services
Occupation focus
Fee options
$0 - $5,000,000: 0.80% – 1.25% annually $5,000,001 - $10,000,000: 0.75% - 0.85% annually $10,000,001 - $25,000,000: 0.50% - 0.75% annually $25,000,001+: Negotiable
Main office
1621 114th Ave. SE, Suite 205
Bellevue WA 98004
Advisors at this office
1
Most active in
Washington
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Lawyer
They provide legal services, typically billed separately.
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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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