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Managing Member/chief Compliance Officer · Hilpan Moxie Wealth Management, LLC

Don D. Hilario

CRD 5038289 · Named on Form ADV at one SEC-registered adviser

At a glance

Hilpan Moxie Wealth Management, LLC, an SEC-registered wealth manager with $100 million in regulatory assets, lists Don D. Hilario on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Don’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Don’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.