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| Keyboard |
| Hiley Hunt Wealth Management Inc
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|---|---|
| CRD # | 164942 |
| SEC # | 801-117814 |
| CIK # | 0002048051 |
| AUM | 289.6 M (2026-06-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-504-9347 |
| Address | 9850 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 1.5 | ||
| Apple Inc | 1.4 | ||
| Microsoft Corp | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 65.9 |
| (b) Individuals (high net worth individuals) | 108 | 220.7 |
| (c) Banking or thrift institutions | 0 | 1.3 |
| (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 | 1.7 |
| (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 | 1,044 | 289.6 |
| By Discretionary | ||
| Discretionary | 1,044 | 289.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,044 | 289.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.6 | |
| Total | 1,044 | 289.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002048051] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TPG Advisors LLC
✚
|
IL | 291.5 M |
|
Avalon Advisory Group LLC
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|
PA | 290.3 M |
|
Full Financial Inc
✚
|
290.0 M | |
|
Legacy Wealth Management Group Inc
✚
|
VA | 289.8 M |
|
Pomona Wealth Management LLC
✚
|
289.8 M | |
|
Orser Capital Management LLC
✚
|
TX | 289.8 M |
|
Grant Koehler & Levin Ltd
✚
|
289.4 M | |
|
Guardian Wealth Management Inc
✚
|
IL | 289.1 M |
|
Greenhouse Wealth Management LLC
✚
|
CT | 288.6 M |
|
Philip Vongontard CFA LLC
✚
|
MO | 288.5 M |