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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst12 years in industry

DAVID MICHAEL HILLNER

Advisor at KINDRED PEAK WEALTH MANAGEMENT LLC

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:524d989b-fa01-f45e-810c-51e8dd7dde65

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINDRED PEAK WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Jun 24, 2021
First registration: Mar 9, 2016
Dual registered: no
Other names: DAVID MICHAEL HILLNER|DAVID HILLNER
IAPD individual key: 6394359

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINDRED PEAK WEALTH MANAGEMENT LLC	State registered	Aug 7, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
PRIVATE WEALTH ASSET MANAGEMENT	Independent wealth	Dec 8, 2021	Aug 18, 2026	no	OMAHA, NE\|SAN ANTONIO, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 15, 2021	Jul 26, 2021	no	ST. LOUIS, MO\|SAN ANTONIO, TX	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 9, 2016	Apr 4, 2017	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE WEALTH ASSET MANAGEMENT	KINDRED PEAK WEALTH MANAGEMENT LLC	Aug 18, 2026	Aug 7, 2026	-11	Firm change	RIA to state RIA
WELLS FARGO ADVISORS	PRIVATE WEALTH ASSET MANAGEMENT	Jul 26, 2021	Dec 8, 2021	135	Firm change	Wirehouse to new firm
CETERA ADVISOR NETWORKS LLC	WELLS FARGO ADVISORS	Apr 4, 2017	Jul 15, 2021	1,563	Firm change after gap	Other

Relationships

Registered with (4)

→ KINDRED PEAK WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 7, 2026 to presentfactForm ADV
→ PRIVATE WEALTH ASSET MANAGEMENTRegistered adviserregistration: previous registration
Dec 8, 2021 to Aug 18, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2021 to Jul 26, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 9, 2016 to Apr 4, 2017factForm ADV

Dated events

Occurred
Aug 18, 2026
Advisor changed firm
David Michael Hillner left Private Wealth Asset Management for Kindred Peak Wealth Management Llc (registered 2026-08-07)
Form ADVobserved 6 days ago