Hughes Wealth Management Incorporated

RIASEC Registered
Total AUM
$2.5M
Discretionary
$0
0% of AUM
Avg account
$845K
Accounts
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
321954
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hughes Wealth Management Incorporated is a small, privately held corporate RIA that advises individual and family clients. The firm functions as a capital allocator and charges fees either as a percentage of assets under management or via fixed fees. Its advisory menu on the ADV lists portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. The firm indicates it is not an active ESG investor and does not operate as a multi-state adviser. Hughes Wealth Management reports an industry affiliation with an insurance company. Ownership is listed as individual, and the firm is classified as unclassified in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Non-Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Gary Hughes

    OwnerCRD 1700976

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth