# Hunt Wealth Management

> Hunt Wealth Management is an SEC-registered investment advisory firm in Concord, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 288892
- Filed as: HUNT WEALTH MANAGEMENT
- Legal name: Hunt Wealth Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Concord, CA
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288892
- AdvisorCensus page: https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892

## Quick answers

**How is Hunt Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hunt Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Hunt Wealth Management located?**
Hunt Wealth Management's principal office is in Concord, CA, according to its Form ADV.

**Is Hunt Wealth Management registered with the SEC or a state?**
Hunt Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 288892.

**How much does Hunt Wealth Management manage?**
Hunt Wealth Management reports $110,000,000 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**What types of clients does Hunt Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (30).

**Does Hunt Wealth Management 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/288892

**Does Hunt Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated April 23, 2026 says: "There are no restrictions on account size to open an account, and no minimum balance to maintain once an account is opened."

**What changed in Hunt Wealth Management's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Account minimum: None

> There are no restrictions on account size to open an account, and no minimum balance to maintain once an account is opened.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $110,000,000
- Discretionary: $110,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $40,000,000 |
| High net worth individuals | 30 | $70,000,000 |
| Banking or thrift institutions | 0 | $0 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- huntwealthmanagement.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hunt Wealth Management (CRD 288892): Form ADV filing data as of October 2026.