Hiley Hunt Wealth Management, Inc.
- Regulatory AUM
- $290M
- Discretionary
- $290M
- Clients
- 265
- Avg AUM / client
- $1.1M
- Accounts
- 1,044
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 157 | $65.9M | 22.8% |
| High net worth individuals | 108 | $221M | 76.2% |
| Banking or thrift institutions | Fewer than 5 clients | $1.3M | 0.45% |
| Charitable organizations | Fewer than 5 clients | $1.7M | 0.58% |
| Corporations and other businesses | Fewer than 5 clients | $4.8K | 0.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Dean Hiley | President And Chief Compliance Officer | CFP | Jul 2012 (14y) | 50% – 75% |
| Andrew David Hunt | Vice President | CFP | Mar 2015 (11y) | 25% – 50% |
| Bryce Steven Deane Koch | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 962 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $281M (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗