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Hunt Wealth

Hunt Wealth. CRD 336648

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CRD: 336648

Hunt Wealth

$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist · Raymond James · Truist Bank
Clients
Retail
Platforms
Available
Established Date
08-14-2025
Office Locations
1

Office Locations

-- Tampa FL

About Hunt Wealth

Hunt Wealth Planning, LLC (Hunt Wealth) is a Tampa, FL-based Florida-registered RIA providing modern financial planning and goal-based investment management for professionals building wealth. The firm covers cash flow and savings strategy, investment alignment to goals/risk tolerance, tax review and projections, estate planning coordination, and insurance guidance. Founded by Austin Hunt (CFP®, CIMA®) and supports clients via a transparent, meeting-based planning process; client portal links include Altruist and RightCapital.

Team overview

-- AVG AGE
$1.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

A

Austin Lane Hunt

Chief Compliance Officer, FOUNDER, WEALTH PLANNER

CRD
#6646975
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,248,000 --
Non-Discretionary $0 --
Total $1,248,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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