HILEY HUNT WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 164942
- Registered since
- December 18, 2019
- Website
- hileyhunt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.21%
- Individuals22.76%
- Charitable Organizations0.58%
- Banking / Thrift Institutions0.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hiley Hunt Wealth Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model and also hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser; it is not a capital allocator.
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 Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 3JASON HILEY
Partner, Co-FounderCRD 4557060
ANDREW HUNT
PartnerCRD 5657526
Bryce Koch
Senior AssociateCRD 6792710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$216M in ETFs
64%
$138M
36%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $34.9M | 178,130 | 16.16% |
Location
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 9850 Nicholas St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CORNERSTONE FINANCIAL GROUP,LLC
RIAOMAHA, NE
INTERALPEN PARTNERS, LLC
RIAOMAHA, NE
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
RIAOMAHA, NE
BAZIS PRIVATE WEALTH, LLC
RIAOMAHA, NE
REVOLUTION CAPITAL, LLC
RIAOMAHA, NE
PFLUG KOORY, LLC
RIAOMAHA, NE