Overview
Assets Under Management: $138 million
High-Net-Worth Clients: 55
Average Client Assets: $2.2 million
Frequently Asked Questions
INVESTMENTHUNTER WEALTH SERVICES 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 #146943), INVESTMENTHUNTER WEALTH SERVICES is subject to fiduciary duty under federal law.
INVESTMENTHUNTER WEALTH SERVICES serves 55 high-net-worth clients according to their SEC filing dated June 12, 2025. View client details ↓
According to their SEC Form ADV, INVESTMENTHUNTER WEALTH SERVICES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
INVESTMENTHUNTER WEALTH SERVICES manages $138 million in client assets according to their SEC filing dated June 12, 2025.
According to their SEC Form ADV, INVESTMENTHUNTER WEALTH SERVICES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.10%
Average Client Assets: $2.2 million
Total Client Accounts: 314
Discretionary Accounts: 314
Regulatory Filings
CRD Number: 146943
Filing ID: 1997579
Last Filing Date: 2025-06-12 12:31:00