CONCORD, CACRD 288892Registration Status: ApprovedEffective since April 16, 2026Latest ADV April 23, 2026
Hunt Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, CA. Its latest Form ADV filing, dated April 23, 2026, reports $110M in regulatory assets under management, 2 employees, and 276 accounts.
Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
185
Primary office
CONCORD, CA
1001 GALAXY WAY, SUITE 203, CONCORD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
155
2
HNWI
16.2%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 23, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts276
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee93:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.