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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2012
- Office Locations
- 1
Office Locations
About Hiley Hunt Wealth Management, Inc.
Hiley Hunt is an Omaha, Nebraska–based wealth management firm providing fee-only financial planning, investment management, and resource coordination. The team works with clients through major life transitions—especially women in transition and family stewards—building values-aligned goals and long-term plans. Supports a collaborative relationship with a client portal and custodies assets with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON DEAN HILEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4557060
- Ownership
- 50% but less than 75%
ANDREW DAVID HUNT
Investment Advisor, VICE PRESIDENT
- CRD
- #5657526
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Bryce Steven Deane Koch
Financial Planner
- CRD
- #6792710
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,551,810 | $277,348 |
| Non-Discretionary | $0 | -- |
| Total | $289,551,810 | $277,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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