Hunt Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individual clients, advising on allocations among stocks, bonds, exchange-traded funds, and cash to pursue clients’ stated goals and risk tolerances. It manages roughly $110 million for about 180 U.S. individual clients and indicates there are no account minimums to open or maintain.
Investment decisions are informed by macroeconomic analysis combined with current market performance, and portfolios are typically diversified across equities, bond holdings, and cash with an emphasis on infrequent trading to limit transaction costs. The firm charges percentage-of-assets fees, does not accept performance-based or product-sale compensation, does not participate in wrap fee programs, and incorporates financial planning as part of its ongoing advisory service rather than as a separately billed product.
Operational features that distinguish the firm include trading each client account individually rather than aggregating orders, allowing clients to select custodians with no firm incentives, and a policy of not voting client proxies while avoiding custody through written fee-authorization procedures. The brochure discloses past client settlement payments involving a firm principal in the early 2000s and notes a recent transition to SEC registration, both material items prospective clients may wish to review.
Client services
Expertise
Fee options
Negotiable percentage of assets under management, example given: 1% annually (deducted quarterly as 0.25%)
Main office
1001 Galaxy Way, Suite 203
Concord CA 94520
Advisors at this office
2
Most active in
California
Also doing business as
Hunt Wealth Management · Hunt Wealth Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ronald H
Series 63, Series 65
Concord, CA
Hunt Wealth Management
Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.
David H
Series 66
Concord, CA
Hunt Wealth Management
David Hunt is a financial advisor at Hunt Wealth Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.
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