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HUNT WEALTH MANAGEMENT

CONCORD, CA · CRD 288892 · IAPD ↗ · huntwealthmanagement.com · 925-279-1102

$110.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — HUNT WEALTH MANAGEMENT (CONCORD, CA) is newly SEC-registered with $110.0M RAUM and 2 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.