Overview
Assets Under Management: $242 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
HILEY HUNT WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164942), HILEY HUNT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
HILEY HUNT WEALTH MANAGEMENT, INC. is headquartered in OMAHA, NE.
HILEY HUNT WEALTH MANAGEMENT, INC. serves 95 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, HILEY HUNT WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HILEY HUNT WEALTH MANAGEMENT, INC. manages $242 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, HILEY HUNT WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 945
Discretionary Accounts: 945
Regulatory Filings
CRD Number: 164942
Last Filing Date: 2025-01-23 00:00:00
Website: https://hileyhunt.com