CRD: 155475
Hurley Wealth Management Group, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2010
- Office Locations
- 1
Office Locations
About Hurley Wealth Management Group, INC
Hurley Wealth Management Group is a Florida-based RIA providing client-first financial planning and ongoing investment management. The team focuses on helping individuals and entrepreneurs reduce financial stress with portfolio construction and asset allocation using ETFs and mutual funds, alongside retirement and tax planning, estate coordination, and insurance/annuity guidance. Custodied at Charles Schwab, and has invested in technology and training since 2020 to enhance client service.
Reported data analysis
What the numbers show
Of the latest reported AUM, 76.3% is discretionary and 23.7% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $878.1K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hurley Wealth Management Group, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY MICHAEL HURLEY
Co-Founder, President
- CRD
- #2336730
- Ownership
- 75% or more
NICOLE ANNE HURLEY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,452,502 | -- |
| Non-Discretionary | $7,282,617 | -- |
| Total | $30,735,119 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hurley Wealth Management Group, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.