INVESTMENT & RETIREMENT ADVISORS, LLC
Legal name: HULL WEALTH MANAGEMENT
CRD #131741 SEC #801-130723 MURFREESBORO, TN 615 896-1181
SEC Registered
Total AUM
$117.5M
Discretionary
$117.5M
Employees
3
Clients
10
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $117.5M | $117.5M | $0 | 3 | 5 |
| Feb 2025 | $117.5M | $117.5M | $0 | 3 | 5 |
| Sep 2024 | $128M | $128M | $0 | 3 | 3 |
| Aug 2024 | $128M | $128M | $0 | 4 | 3 |
| Jun 2024 | $128M | $128M | $0 | 4 | 3 |
DateJun 2025
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees3
Clients5
DateFeb 2025
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees3
Clients5
DateSep 2024
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees3
Clients3
DateAug 2024
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients3
DateJun 2024
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients3