Hunt Wealth
Firm details
- Headquarters
- ,
- CRD number
- 336648
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hunt Wealth operates as a limited liability company under individual ownership and functions as a capital allocator and registered adviser (registration details not specified). The firm bills clients via a mix of percentage-of-AUM and fixed fees and provides core advisory services including financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Hunt Wealth does not identify as an active ESG investor, is not a multi-state adviser, and is not newly formed; it also does not act as a pension consultant or related adviser.
Assets & Accounts
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 Funds87%
- Exchange Traded Equities12%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Austin Hunt
Founder and CCOCRD 6646975
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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