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 provides financial planning and portfolio management primarily to individuals and families. The firm is SEC-registered (registered in 2019) and is organized as a corporation with individual ownership. Its client relationships are fee-based, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm focuses on personalized wealth management rather than institutional or pension consulting 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 Funds90%
- Exchange Traded Equities5%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 3
Andrew Hunt
PartnerCRD 5657526
Jason Hiley
Partner, Co-FounderCRD 4557060
Bryce Koch
Financial PlannerCRD 6792710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$246M in ETFs
65%
$159M
35%
$86.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $40.5M | 187,263 | 16.45% |
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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