|
⚲
|
| 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) |
| Phone | 925-279-1102 |
| Address | 1001 Galaxy Way Concord, CA 94520 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |