Hunley Wealth Management LLC

Overview

Hunley Wealth Management LLC is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and offers fee structures that include a percentage of AUM, fixed fees, and other fee arrangements. Core advisory services called out on firm documents include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor and maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives