HILEY HUNT WEALTH MANAGEMENT, INC.

Adviser information for HILEY HUNT WEALTH MANAGEMENT, INC. last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Nebraska, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	843	$197.0M
Non-Discretionary	0	$0
Total	843	$197.0M

Clients

Type	Number	RAUM
Individuals	152	$62.2M
HNW Individuals	70	$132.5M
Banking or thrift institutions	<5	$1.7M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$579,455
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesFINANCIAL CONSULTING
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-117814
SEC ERA File Number	801-117814
SEC CIK Numbers	None
SEC CRD Numbers	164942
Legal Entity Identifier	None

Principal Office

9850 NICHOLAS STREET
SUITE 315
OMAHA
NE
United States

Monday - Friday, 8:30 TO 5:00

Tel: 402-504-9347, Fax: None

Websites

www.linkedin.com/in/jason-hiley-cfp%c2%ae-b24a38/ twitter.com/jasonhiley twitter.com/hileyhunt www.linkedin.com/in/andrewhuntcfp www.facebook.com/hileyhunt/ www.hileyhunt.com www.linkedin.com/company/9492475/ twitter.com/andrewdhunt www.linkedin.com/in/bryce-koch/ www.instagram.com/hileyhunt www.facebook.com/brycetalksfinance

Chief Compliance Officer

JASON D. HILEY

PRESIDENT

9850 NICHOLAS STREET

SUITE 315

OMAHA

United States

Tel: 402-504-9347

J****@************M

(Full email address available in API data)

Regulatory Contact

ANDREW D. HUNT

VICE PRESIDENT