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David Brian Hunt

Investment adviser representative at Hunt Wealth Management
17 yearsExperience
1 stateRegistered in
$110MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Hunt Wealth ManagementJul 2017 to now
  2. Hunt Wealth Management Group, Inc.Jun 2017 to now
  3. Sowell Financial Services, LLCDec 2016 to Jul 2017
  4. Concert Wealth Management, Inc.Apr 2009 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Hunt Wealth Management

Legal name: Hunt Wealth Management Group, Inc.

$110MAssets managed
185Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5159193
Firm CRD
288892
Advisor's SEC record (opens in a new tab)
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