← Tributary

HILPAN MOXIE WEALTH MANAGEMENT, LLC

· CRD 159966 · IAPD ↗ · 949-559-1852

$100.4MRegulatory AUM
1Advisory reps
1Employees
3Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — HILPAN MOXIE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $100.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.