$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
3 Employees
70 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2024
- Office Locations
- 2
Office Locations
1 Music Circle North Suite 400 Nashville TN
-- Chattanooga TN
About Hunley Wealth Management LLC
Hunley Wealth Management is a Nashville, TN RIA providing modern financial planning and portfolio management, including retirement and estate planning plus insurance/life insurance guidance, with a focus on entrepreneurs. The firm emphasizes asset allocation and risk management across public funds, ETFs, and fixed income. Custodied with Altruist and Charles Schwab.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSHUA L HUNLEY
Chief Compliance Officer, Financial Advisor, Managing Member, Owner, Principal
- CRD
- #5596004
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROBERT JOHN BERGHEL III
--
- CRD
- #6581329
Available
Available
Available
T
TIMOTHY BRIAN GILES
--
- CRD
- #5697968
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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