Hiley Hunt Wealth Management Inc

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Assets, Funds, Holdings

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Hiley Hunt Wealth Management Inc
CRD #164942
SEC #801-117814
CIK #0002048051
AUM $241.7 M (2025-07-28)
Employees 3 (100% Investors, 0% Brokers)
Phone402-504-9347
Address9850 Nicholas Street
Omaha, NE 68114
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 1.5
Union Pacific Corp 1.3
Apple Inc 1.2
Costco Wholesale Corp /NEW 0.7
 
 
 
 
 
 
 
Holdings by Sector ($M)
200160120804002022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 151 61.0
(b) Individuals (high net worth individuals) 95 178.7
(c) Banking or thrift institutions 0 1.2
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 945 241.7
By Discretionary
Discretionary 945 241.7
Non-Discretionary 0 0.0
Total 945 241.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 241.7
Total 945 241.7
EDGAR Form CIK 2011 - 2025
13F-HR [0002048051]
Comparable Firms State AUM ($B)
Optimist Retirement Group LLC
WA 0.2
Comprehensive Financial Planning Corporation
VA 0.2
Ervin Investment Management LLC
0.2
Sound Investment Management Inc
OR 0.2
MLP3 LLC
NJ 0.2
Founders Capital Management Inc
TX 0.2
Sequoia Wealth Management Group LLC
0.2
Trimarc Wealth Management LLC
0.2
Calabasas Advisory Group LLC
CA 0.2
Strauss Wealth Advising Inc
AL 0.2
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