This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$290MItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$290M

Private client RAUM

$287MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$96.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,044

Individual clients

157

High net worth clients

108

Custody, client assets

$169M

SEC number

801-117814

CRD

164942

Filings on the tape

16

First filed

Nov 18, 2019

Latest filed

Jun 12, 2026

Organised

Corporation, NE

• Occurred

  Nov 18, 2019
  First Form ADV filing

  Hiley Hunt Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3173eaa-461a-bcd5-d7eb-2b1a5616d68d

First observed

Nov 18, 2019

Last observed

Jun 12, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.