HUNT WEALTH MANAGEMENT
Firm details
- Headquarters
- CONCORD, California
- CRD number
- 288892
- Registered since
- April 16, 2026
- Website
- www.huntwealthmanagement.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.64%
- Individuals36.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hunt Wealth Management is a privately owned corporation that provides fee-based portfolio management primarily for individual and family clients, with services extending to small businesses. The firm charges a percentage-of-AUM advisory fee and reports SEC registration in 2026. It does not identify as an ESG-focused manager, does not operate as a multi-state adviser, and is not positioned as a capital allocator or part of a related-adviser network.
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
- Exchange Traded Equities91%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
2 of 2RONALD HUNT
PresidentCRD 1215442
DAVID HUNT
Founder, Vice PresidentCRD 5159193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONCORD, CA
CONTRA COSTA
Location
CONCORD, CA
Headquartered in CONCORD, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1001 Galaxy Way
- Time zone
- PT (UTC-8)
- Office locations
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