H
HL Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
14
0% 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
14
LowAverage account size
$0
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
Selection of other advisers
Occupation focus
Self-Employed
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 location
HL Wealth Management, LLC
1621 114 Th Ave. Se, Suite 205
Bellevue WA 98004, United States
Number of offices
1
Most active in
HL Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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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