Hunley Wealth Management LLC

RIASEC Registered

Total AUM

$16.1M

Discretionary

$16.1M

100% of AUM

Avg account

$365K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Nashville, Tennessee
CRD number: 331504
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI53.66%
Individuals46.34%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hunley Wealth Management LLC is an independent RIA structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and describes itself as a capital allocator that both manages portfolios and selects outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are flexible—Hunley charges based on a percentage of assets under management and also uses hourly, fixed, and other fee structures. The firm does not identify as an active ESG investor and is not currently presented as a multi-state adviser.