Hiley Hunt Wealth Management
Hiley Hunt Wealth Management, Inc. is an SEC-registered, fee-only investment adviser firm based in Omaha, Nebraska. Founded in 2012 as an S-corporation by Jason D. Hiley (CEO, President, 51% owner) and Andrew D. Hunt (Vice President, 49% owner), HHWM serves primarily individual clients, both high net worth and non-high-net-worth, as well as a small number of institutional clients. HHWM's fee-only model means the firm is paid exclusively by its clients and does not receive commissions or other third-party compensation, enabling it to act solely in clients’ best interests. The firm employs three staff, all of whom are investment professionals. HHWM provides asset management and financial planning services tailored to client objectives.
Investment Strategy
Hiley Hunt Wealth Management provides asset management and financial planning services focused on achieving each client’s unique investment objectives. The firm uses a consultative approach to design custom strategies, including portfolio management, continuous account monitoring, and regular client communication. As a 'fee-only' advisor, HHWM aims for transparency and alignment with client interests, typically employing diversified portfolios with attention to tax efficiency and risk management. The firm does not sell products or receive commissions, and recommends strategies based on client needs, usually for individuals and families.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 15.13% | $32.2M | 172,421 | $151.13 | $186.49 | +$1.8M |
V VUG | VANGUARD INDEX FDS | 13.25% | $28.2M | 58,704 | $312.36 | $479.61 | +$1.4M |
D DFCF | DIMENSIONAL ETF TRUST | 12.44% | $26.4M | 618,194 | $42.27 | $42.76 | +$2.1M |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.05% | $17.1M | 214,135 | $77.73 | $79.93 | +$1.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.05% | $15.0M | 250,117 | $48.39 | $59.92 | +$1.1M |