H
Hive Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$282,663
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$282,663
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
Financial planning
Portfolio management
Fee options
Fixed financial planning fees between $3,000 and $10,000
1.00% annually flat fee
Main office location
Hive Wealth Management LLC
Ashton MD, United States
Number of offices
1
Most active in
Hive Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Florida · Georgia · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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