|
⚲
|
| Keyboard |
| Hunt Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 288892 |
| SEC # | 801-135610 |
| CIK # | |
| AUM | 110.0 M (2026-04-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-279-1102 |
| Address | 1001 Galaxy Way Concord, CA 94520 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/23/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
A. Compensation for advisory services is based on a percentage of assets under management and negotiated
with the client (Individuals, as stated in Item 4). Fees will be deducted on a quarterly basis. (for example: a
client charged 1% would have 0.25% deducted every quarter). Lower fees for comparable services may be
available from other sources.
B. Fees are deducted on a quarterly basis from the account under management unless otherwise specified and
agreed upon.
C. Other types of expenses include transaction costs (when certain securities are bought or sold) imposed by
custodians (brokerage firms, discussed in Item 12) and internal fees charged by index fund and mutual fund
companies held within an individual’s account.
D. Clients will be billed for the upcoming quarter and will be refunded if the relationship is terminated prior to
the end of that quarter on a pro-rate basis.
E. HWM and its supervised persons will not accept any compensation for the sale of any investment products
as this would create a conflict of interest. Clients have the option to purchase investment products that
HWM recommends through other agents not affiliated with the firm. |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/23/2026) [Brochure] |
|---|
Item 7 Types of Clients HWM advises individuals. There are no restrictions on account size to open an account, and no minimum balance to maintain once an account is opened. HWM is open to working with any individual seeking investment advice that is committed to improving their financial situation, compliant with account opening and firm procedures, and would appreciate the services of a professional investment advisor without restriction or discrimination other than restrictions by laws, rules and regulations. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 40.0 |
| (b) Individuals (high net worth individuals) | 30 | 70.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0.0 |
| (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 | 276 | 110.0 |
| By Discretionary | ||
| Discretionary | 276 | 110.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 276 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 276 | 110.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crystal View Capital LLC
✚
|
MI | 110.3 M |
|
Charles River Wealth Management LLC
✚
|
MA | 110.3 M |
|
Hampel Investment Advisors LLC
✚
|
110.1 M | |
|
Investable Wealth LLC
✚
|
110.0 M | |
|
Werlemann Securities LLC
✚
|
CA | 110.0 M |
|
Oldfield Wealth Partners LLC
✚
|
ME | 110.0 M |
|
MD Wealth Management LLC
✚
|
MI | 109.9 M |
|
Renaissance Wealth Advisors LLC
✚
|
MA | 109.9 M |
|
Gilbert Financial LLC
✚
|
109.8 M | |
|
Quabbin Advisors LLC
✚
|
MA | 109.8 M |