Hughes Wealth Management Incorporated
Firm details
- Headquarters
- ,
- CRD number
- 321954
- Website
- www.hugheswealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hughes Wealth Management Incorporated is a small, privately held corporate RIA that advises individual and family clients. The firm functions as a capital allocator and charges fees either as a percentage of assets under management or via fixed fees. Its advisory menu on the ADV lists portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. The firm indicates it is not an active ESG investor and does not operate as a multi-state adviser. Hughes Wealth Management reports an industry affiliation with an insurance company. Ownership is listed as individual, and the firm is classified as unclassified in the snapshot data.
Assets & Accounts
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
- Non-Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Gary Hughes
OwnerCRD 1700976
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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