$110.0M Total AUM
$110.0M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2017
- Office Locations
- 1
Office Locations
1001 Galaxy WAY Suite 203 Concord CA
About Hunt Wealth Management
Hunt Wealth Management is a retail RIA providing portfolio construction and long-term planning to help clients protect and grow wealth over their lifetime and across generations. The firm emphasizes cost-effective, intelligent investing, with portfolios largely implemented via ETFs and complemented by cash and high-quality bonds. Custody includes Charles Schwab.
Team overview
73 AVG AGE
$55.0M AVG AUM / ADVISOR
$594.6K AVG AUM / CLIENT
9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DAVID BRIAN HUNT
Chief Compliance Officer, Partner, VICE PRESIDENT
- CRD
- #5159193
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RONALD HARVEY HUNT
President
- CRD
- #1215442
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,000,000 | $398,551 |
| Non-Discretionary | $0 | -- |
| Total | $110,000,000 | $398,551 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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