Ives Hill Wealth Management: applying for SEC registration, $183M AUM, Dewitt, NY
Ives Hill Wealth Management (Dewitt, New York): applying for SEC registration, $183M AUM, Dewitt, NY. Its amount of 183 is above the median of 134 (65th percentile). Dated 217 days ago, it serves as a historical benchmark. Score 50/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 183 · 65th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 10 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ives Hill Wealth Management |
| Legal name | Greg Jennings, LLC |
| CRD | 341031 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-04-01 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Dewitt, NY, United States |
| Regulatory AUM | $183,051,483 |
| Accounts | 453 |
| Employees | 3 |
| amount percentile | 65th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ives Hill Wealth Management and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Ives Hill Wealth Management's amount: 65th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
50 / 100 Score
- $183M under management.
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Ives Hill Wealth Management in Dewitt, New York?
Ives Hill Wealth Management applied for SEC registration as an investment adviser (2026-04-01) with $183,051,483 in regulatory assets under management, based in Dewitt, NY.
How does Ives Hill Wealth Management compare to other New York NewRiaPulse records?
Its amount of 183 sits in the upper half (65th percentile) of 1,149 records; the median is 134. It is 217 days old; check the official source for later updates before acting.
Ives Hill Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ives Hill Wealth Management | Dewitt, NY | 183 | 65th | 2026-04-01 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New York NewRiaPulse: In 120-day approval window
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.