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| Hiley Hunt Wealth Management Inc
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| |
|---|---|
| CRD # | 164942 |
| SEC # | 801-117814 |
| CIK # | |
| AUM | $197.0 MM (2024-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-504-9347 |
| Address | 9850 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 62.2 |
| (b) Individuals (high net worth individuals) | 70 | 132.5 |
| (c) Banking or thrift institutions | 0 | 1.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 843 | 197.0 |
| By Discretionary | ||
| Discretionary | 843 | 197.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 843 | 197.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.0 | |
| Total | 843 | 197.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Washburn Capital Management Inc
✚
|
FL | 0.2 |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Corrado Advisors LLC
✚
|
NJ | 0.2 |
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Equity Wealth Partners LLC
✚
|
MO | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |