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HILEY HUNT WEALTH MANAGEMENT, INC.
9850 Nicholas Street
Suite 315
Omaha, Nebraska 68114
Tel: 402-504-9347
About HILEY HUNT WEALTH MANAGEMENT, INC.
HILEY HUNT WEALTH MANAGEMENT, INC, formally registered with the SEC as HILEY HUNT WEALTH MANAGEMENT, INC. The firm was established in 12/18/2019. They have over 1 offices throughout the country.
HILEY HUNT WEALTH MANAGEMENT, INC. is a Omaha, Nebraska based Financial Planning firm with nearly $241,659,040 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164942 |
| SEC# | 801-117814 |
| Assets Managed by Firm | $241,659,040 |
| No. of Clients | 945 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 945 | $241,659,040 |
| Individuals (other than high net worth individuals) | 151 | $60,987,723 |
| High net worth individuals | 95 | $178,664,791 |
| Charitable organizations | Fewer than 5 clients | $850,707 |
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