HUNLEY WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 331504
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI63.93%
- Individuals36.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hunley Wealth Management LLC is an independent, individual-owned RIA operating as a limited liability company that acts as a capital allocator for private clients. The firm serves individuals and families and offers a mix of fee structures, including a percentage of AUM, hourly fees, fixed fees, and other arrangements. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm does not identify as an active ESG investor and is not described as a multi‑state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds55%
- US Government Bonds25%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 3TIMOTHY GILES
Insurance AgentCRD 5697968
JOSHUA HUNLEY
Owner & PrincipalCRD 5596004
ROBERT BERGHEL
Investment Advisor RepresentativeCRD 6581329
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 1 Music Cir N
- Time zone
- CT (UTC-6)
- Office locations
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