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Hunt Wealth Management Group, Inc.

● SEC registered since 2026CRD 288892SEC# 801-135610Concord, CA
Export (members)
Reg. AUM
$110M
Employees
2
Accounts
276
Location
Concord, CA

Hunt Wealth Management Group, Inc. assets under management

Hunt Wealth Management Group, Inc. is an SEC-registered investment adviser based in Concord, CA. The firm has been registered since 2026. It reports $110 million in regulatory assets under management and employs 2 people.

Hunt Wealth Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Brian Hunt ControlVice President, Cco50-75%2009
Ronald Harvey Hunt ControlPresident50-75%2009

Frequently asked questions

How much does Hunt Wealth Management Group, Inc. manage?

Hunt Wealth Management Group, Inc. reports $110 million in regulatory assets under management on its Form ADV.

How many employees does Hunt Wealth Management Group, Inc. have?

Hunt Wealth Management Group, Inc. reports 2 employees.

Where is Hunt Wealth Management Group, Inc. located?

Hunt Wealth Management Group, Inc. is based in Concord, CA and has been SEC-registered since 2026.

Does Hunt Wealth Management Group, Inc. disclose fund performance?

Hunt Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 Galaxy Way, Suite 203, Concord, CA 94520
Phone925-279-1102
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$110MNo change
Feb '26 — $110MMar '26 — $110MApr '26 — $110MMay '26 — $110MJun '26 — $110M
Feb '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$110Mregulatory AUM
Discretionary $110M