# Ives Hill Wealth Management

> Ives Hill Wealth Management is an SEC-registered investment advisory firm in Dewitt, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 341031
- Filed as: IVES HILL WEALTH MANAGEMENT
- Legal name: Greg Jennings, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Dewitt, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341031
- AdvisorCensus page: https://advisorcensus.com/firm/ives-hill-wealth-management-dewitt-ny-341031

## Quick answers

**How is Ives Hill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ives Hill Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Ives Hill Wealth Management located?**
Ives Hill Wealth Management's principal office is in Dewitt, NY, according to its Form ADV.

**Is Ives Hill Wealth Management registered with the SEC or a state?**
Ives Hill Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341031.

**How much does Ives Hill Wealth Management manage?**
Ives Hill Wealth Management reports $183,051,483 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Ives Hill Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (62).

**Which custodians does Ives Hill Wealth Management use?**
Ives Hill Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ives Hill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341031

**Does Ives Hill Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 7, 2026 says: "We have a minimum account requirement of $100,000, which may be waived at our discretion."

**What changed in Ives Hill Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $183,051,483.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We have a minimum account requirement of $100,000, which may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $183,051,483
- Discretionary: $183,051,483
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $43,563,561 |
| High net worth individuals | 62 | $139,487,922 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $183,051,483.

### June 2026
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in TX.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ives Hill Wealth Management (CRD 341031): Form ADV filing data as of October 2026.