AdvisorCensus / Financial advisors / Nebraska / Omaha / Hiley Hunt Wealth Management, Inc.
Hiley Hunt Wealth Management, Inc. is an SEC-registered investment advisory firm in Omaha, NE, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Hiley Hunt Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Hiley Hunt Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hiley Hunt Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated June 12, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hiley Hunt Wealth Management, Inc. located?
Hiley Hunt Wealth Management, Inc.'s principal office is in Omaha, NE, according to its Form ADV.
Is Hiley Hunt Wealth Management, Inc. registered with the SEC or a state?
Hiley Hunt Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 164942.
How much does Hiley Hunt Wealth Management, Inc. manage?
Hiley Hunt Wealth Management, Inc. reports $289,551,810 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).
How have Hiley Hunt Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Hiley Hunt Wealth Management, Inc.: Regulatory assets under management: $131,012,301 in the October 2021 data and $289,551,810 in the October 2026 data, up 121%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hiley Hunt Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (108).
Which custodians does Hiley Hunt Wealth Management, Inc. use?
Hiley Hunt Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Hiley Hunt Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164942
What changed in Hiley Hunt Wealth Management, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $300 an hour (financial planning services)
The brochure's wording
HHWM provides financial planning services under an hourly fee arrangement. An hourly fee of $300 per hour is charged by HHWM for financial planning services under this arrangement.
As stated in the firm's Form ADV Part 2A brochure dated June 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$289,551,810 as of October 2026, filing dated September 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- HILEY HUNT WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $289,551,810 | 3 | September 29, 2026 |
| October 2025 | $241,659,040 | 3 | July 28, 2025 |
| October 2024 | $196,986,148 | 3 | March 5, 2024 |
| October 2023 | $154,037,909 | 3 | February 21, 2023 |
| October 2022 | $164,832,127 | 2 | June 3, 2022 |
| October 2021 | $131,012,301 | 2 | February 9, 2021 |
Regulatory assets under management: $131,012,301 in the October 2021 data and $289,551,810 in the October 2026 data, up 121%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NH.
- February 2026
- Regulatory assets under management went from $241,659,040 to $289,551,810 (+20%).
- Registered or notice-filed in SD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hiley Hunt Wealth Management, Inc. (CRD 164942): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942