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 registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving an individual-and-family client base. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. Hiley Hunt does not operate as a capital allocator or pension consultant, is not positioned as a multi-state adviser, and does not identify as an active ESG investor.
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 Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Jason 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 35Active vs passive
$242M in ETFs
65%
$157M
35%
$84.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $39.8M | 182,583 | 16.46% |
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
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