# 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.

- CRD: 164942
- Filed as: HILEY HUNT WEALTH MANAGEMENT, INC.
- Also doing business as: HILEY HUNT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164942
- AdvisorCensus page: https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 12, 2026)

- Hourly rate: $300 an hour (financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $289,551,810
- Discretionary: $289,551,810
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $65,897,823 |
| High net worth individuals | 108 | $220,669,772 |
| Banking or thrift institutions | Fewer than 5 | $1,297,716 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,681,651 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,848 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IA, IL, KS, MN, MO, NE, NH, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hileyhunt.com
- Facebook @HILEYHUNT
- Facebook @brycetalksfinance
- Instagram @hileyhunt
- LinkedIn @9492475
- LinkedIn @ANDREWHUNTCFP
- LinkedIn @JASON-HILEY-CFP®-b24a38
- LinkedIn @bryce-koch
- X @ANDREWDHUNT
- X @HILEYHUNT
- X @JASONHILEY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,012,301 | 2 | February 9, 2021 |
| October 2022 | $164,832,127 | 2 | June 3, 2022 |
| October 2023 | $154,037,909 | 3 | February 21, 2023 |
| October 2024 | $196,986,148 | 3 | March 5, 2024 |
| October 2025 | $241,659,040 | 3 | July 28, 2025 |
| October 2026 | $289,551,810 | 3 | September 29, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hiley Hunt Wealth Management, Inc. (CRD 164942): Form ADV filing data as of October 2026.