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INVESTMENTHUNTER WEALTH SERVICES

· CRD 146943 · IAPD ↗ · investmenthunter.net · (972) 977-6428

$138.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — INVESTMENTHUNTER WEALTH SERVICES (location n/a) left the SEC roster (was $138.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2024 — INVESTMENTHUNTER WEALTH SERVICES (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.