Philip Richter
Hollow Brook Wealth Management · Katonah, New York
Philip Richter is a fee-only financial advisor at Hollow Brook Wealth Management in Katonah, New York. Hollow Brook Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Philip →
Who they serve
- Multi-generational families
Facts
| Firm | Hollow Brook Wealth Management |
|---|---|
| Based in | Katonah, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 603 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 4881470 |
| Exams passed | Series 65 (2024) · Series 66 (2005) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hbwmllc.com |
| Profile |
How Philip's firm compares
- Hollow Brook Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 603 accounts).
Request an introduction to Philip
Tell Philip a little about what you're looking for. Philip isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Philip
Is Philip Richter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Hollow Brook Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Hollow Brook Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Philip Richter based?
Philip Richter is based in Katonah, New York.
Is Philip Richter registered with the SEC?
Yes. Philip Richter is registered as an investment adviser representative in NY and TX (CRD 4881470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hollow Brook Wealth Management manage?
Hollow Brook Wealth Management reports $1.37B across 603 accounts in assets under management.
How do I contact Philip Richter?
Through Philip's website, www.hbwmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hollow Brook Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.