Hunt Wealth

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$113K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336648
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hunt Wealth is organized as a limited liability company and is owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects other advisers on behalf of clients. Its stated fee model combines a percentage-of-AUM component and fixed fees. The adviser is registered as a capital allocator but does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided records. The SEC registration year is not listed in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 87%, Exchange Traded Equities 12%, Cash & Cash Equivalents 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Austin Hunt

    Austin Hunt

    Founder and CCOCRD 6646975

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth