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David Michael Hillner

Kindred Peak Wealth Management LLC

San Antonio, TX

CRD 6394359

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Employer firm

Kindred Peak Wealth Management LLC CRD 339644

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kindred Peak Wealth Management Llc

San Antonio, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-07

Branch Locations

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspect Wealth Management San Antonio TX 09/2014 03/2017
Wells Fargo Bank, Na San Antonio TX 03/2017 09/2021
Private Wealth Asset Management San Antonio TX 09/2021 07/2026
Kindred Peak Wealth Management San Antonio TX 07/2026 Present
  • 09/2014 → 03/2017
    Aspect Wealth Management
    San Antonio, TX
  • 03/2017 → 09/2021
    Wells Fargo Bank, Na
    San Antonio, TX
  • 09/2021 → 07/2026
    Private Wealth Asset Management
    San Antonio, TX
  • 07/2026 → Present
    Kindred Peak Wealth Management
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-24
  • S66 Uniform Combined State Law Examination
    2021-06-24
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • David Michael Hillner
  • David Hillner

View on SEC IAPD

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