Hunt Wealth Management Group provides portfolio management for individuals and small businesses.
Hunt Wealth Management Group reports 185 clients. They include 155 individual clients and 30 high-net-worth individuals. Of its assets, 100.0% ($110M across 276 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 16% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 155 | $40M | 36.4% | $258K |
| High-net-worth individuals | 30 | $70M | 63.6% | $2.33M |
| Total | 185 | $110M | 100% | $595K |
- Clients
- 155
- Regulatory AUM
- $40M
- AUM share
- 36.4%
- Avg. per client
- $258K
- Clients
- 30
- Regulatory AUM
- $70M
- AUM share
- 63.6%
- Avg. per client
- $2.33M
Total
- Clients
- 185
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $595K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hunt Wealth Management Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Ronald Hunt owns 50% to 75% of Hunt Wealth Management Group. The leadership team of Hunt Wealth Management Group includes President Ronald Hunt. It has 2 employees.
Leadership
- Ronald HuntPresident
- David HuntVice President, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Hunt Wealth Management Group, Inc.
Ronald Hunt
Control person · since April 2009
- Owns 50% to 75% of Hunt Wealth Management Group, Inc.
David Hunt
Control person · since April 2009
Besides its headquarters, Hunt Wealth Management Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1001 Galaxy Way, Suite 203, ConcordHQ
Contact and registration details
- Legal name
- Hunt Wealth Management Group, Inc.
- Headquarters
- 1001 Galaxy Way, Suite 203, Concord, CA 94520
- Website
- huntwealthmanagement.com
- Phone
- 925-279-1102
- SEC file
- 801-135610
- Structure
- California corporation
- Fiscal year end
- December
Hunt Wealth Management Group does not have custody of client assets.
At year end, Hunt Wealth Management Group’s separately managed accounts were mostly in stocks (91%).
What the accounts hold
- Stocks91%
- Bonds1%
- Cash8%
How many clients does Hunt Wealth Management Group have?
Hunt Wealth Management Group has 185 clients and manages $110 million for them, as of April 2026. They include 155 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does Hunt Wealth Management Group offer?
Hunt Wealth Management Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Hunt Wealth Management Group have?
Hunt Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hunt Wealth Management Group invest in?
At the end of its last fiscal year, Hunt Wealth Management Group’s separately managed accounts held 91% exchange-traded equities, 8% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hunt Wealth Management Group?
Hunt Wealth Management Group’s direct owners are Ronald Hunt (50% to 75%) and David Hunt (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does Hunt Wealth Management Group get paid?
Hunt Wealth Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hunt Wealth Management Group registered with the SEC?
Yes, Hunt Wealth Management Group has been registered with the SEC as an investment adviser since 16 April 2026. Its CRD number is 288892 and its SEC file number is 801-135610.
Source: Form ADV Part 1A, Item 1, filed 23 April 2026; IAPD firm record
How do I contact Hunt Wealth Management Group?
Hunt Wealth Management Group’s main office is at 1001 Galaxy Way, Suite 203, Concord, CA 94520. Its phone number is 925-279-1102. Its website is huntwealthmanagement.com.