Hiley Hunt Wealth Management, Inc.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 164942
- Registered since
- December 18, 2019
- Website
- hileyhunt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.21%
- Individuals22.76%
- Charitable Organizations0.58%
- Banking / Thrift Institutions0.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hiley Hunt Wealth Management, Inc. is an independent, SEC-registered RIA (registered in 2019) owned by an individual. The firm focuses on serving individual and family clients and provides financial planning along with portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management, as well as hourly and fixed-fee engagements. The adviser does not present itself as an active ESG investor, is not a capital allocator, and operates as a single-state, non-related-adviser practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Jason Hiley
Partner, Co-FounderCRD 4557060
Andrew Hunt
PartnerCRD 5657526
Bryce Koch
Senior AssociateCRD 6792710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$216M in ETFs
64%
$138M
36%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $34.9M | 178,130 | 16.16% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 9850 Nicholas St
- Time zone
- CT (UTC-6)
- Office locations
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