Hunt Wealth Management

% of assets managed in Concord, CA

SEC registeredNo commissions reported

Call (925) 279-1102 Send a message Map ↗

Public-record details

Address: 1001 Galaxy Way, Suite 203, Concord, CA 94520
Phone: (925) 279-1102
Listed under: % of assets managed
Legal name: Hunt Wealth Management Group, INC.
CRD number: 288892
Registration: SEC registered since 2026-04-16
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $110.0 million
Accounts managed: 276
Clients reported (Form ADV 5.D): 185
Individual / high-net-worth clients: 155 / 30
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-23

SEC registered investment adviser, CRD 288892, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 288892 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Concord

Api Capital, LLC1001 Galaxy Way, Suite 205 · Concord, CA 94520 · (925) 827-2222 · Financial planningCRD 334427 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reported Archvest Wealth Advisors, INC.1390 Willow Pass Rd., #930 · Concord, CA 94520 · (925) 215-5600 · Financial planningCRD 172087 · % of assets, Hourly charges, Fixed fees · $387.0 million AUMSEC registeredNo commissions reported Assetmark, INC.1655 Grant Street, 10th Floor · Concord, CA 94520 · (800) 664-5345 · Flat / fixed feesCRD 109018 · % of assets, Fixed fees · $91.8 billion AUMSEC registeredNo commissions reported D & T Financial Advisors, INC.1985 Bonifacio Street, Suite 201 · Concord, CA 94520 · (925) 689-1360 · % of assets managedCRD 136297 · % of assets, Other · $87.4 million AUMState registeredNo commissions reported Insight Capital Management1390 Willow Pass Road, Suite 960 · Concord, CA 94520 · (925) 362-9571 · Financial planningCRD 314558 · % of assets, Fixed fees · $330.5 million AUMSEC registeredNo commissions reported

All 6 in Concord →