HILEY HUNT WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2019
Total AUM
$290M
Discretionary
$290M
100% of AUM
Avg account
$277K
Accounts
1,044
Employees
3
Advisory reps
3

Firm details

Headquarters
OMAHA, Nebraska
CRD number
164942
Registered since
December 18, 2019
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

FINTRX

Overview

Hiley Hunt Wealth Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model and also hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser; it is not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 5%, Cash & Cash Equivalents 3%, US Government Bonds 2%, State & Local Bonds 1%89%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$216M in ETFs

Passive

64%

$138M

Active

36%

$78.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$34.9M178,13016.16%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth