Hunt Wealth
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
FINTRXOverview
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
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 Funds87%
- Exchange Traded Equities12%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Austin Hunt
Founder and CCOCRD 6646975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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