HANC WEALTH MANAGEMENT, LLC
Legal name: HUNGERFORD FINANCIAL LLC
CRD #249789 SEC #801-114535 GRAND RAPIDS, MI 616-302-1558
SEC Registered
Total AUM
$378.3M
Discretionary
$350.7M
Employees
4
Clients
26
Accounts
892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $378.3M | $350.7M | $27.5M | 4 | 58 |
| Mar 2024 | $308.8M | $287.8M | $21M | 4 | 0 |
| Mar 2023 | $250.7M | $177.8M | $72.9M | 4 | 0 |
| Dec 2022 | $221.4M | $204.7M | $16.7M | 4 | 18 |
| Mar 2022 | $221.4M | $204.7M | $16.7M | 4 | 18 |
| Nov 2021 | $249.8M | $238.2M | $11.6M | 3 | 9 |
| Oct 2021 | $249.8M | $238.2M | $11.6M | 3 | 9 |
| Apr 2021 | $252.6M | $238.2M | $14.4M | 3 | 9 |
| Feb 2021 | $252.6M | $238.2M | $14.4M | 3 | 9 |
| Jun 2020 | $209.2M | $196.9M | $12.4M | 2 | 8 |
| Feb 2020 | $209.2M | $196.9M | $12.4M | 2 | 8 |
| Jun 2019 | $178.8M | $178.8M | $0 | 2 | 0 |
| Jun 2019 | $178.8M | $178.8M | $0 | 2 | 0 |
| Mar 2019 | $178.8M | $178.8M | $0 | 2 | 0 |
| Dec 2018 | $146.2M | $146.2M | $0 | 2 | 0 |
DateMar 2025
Total AUM$378.3M
Discretionary$350.7M
Non-Disc.$27.5M
Employees4
Clients58
DateMar 2024
Total AUM$308.8M
Discretionary$287.8M
Non-Disc.$21M
Employees4
Clients0
DateMar 2023
Total AUM$250.7M
Discretionary$177.8M
Non-Disc.$72.9M
Employees4
Clients0
DateDec 2022
Total AUM$221.4M
Discretionary$204.7M
Non-Disc.$16.7M
Employees4
Clients18
DateMar 2022
Total AUM$221.4M
Discretionary$204.7M
Non-Disc.$16.7M
Employees4
Clients18
DateNov 2021
Total AUM$249.8M
Discretionary$238.2M
Non-Disc.$11.6M
Employees3
Clients9
DateOct 2021
Total AUM$249.8M
Discretionary$238.2M
Non-Disc.$11.6M
Employees3
Clients9
DateApr 2021
Total AUM$252.6M
Discretionary$238.2M
Non-Disc.$14.4M
Employees3
Clients9
DateFeb 2021
Total AUM$252.6M
Discretionary$238.2M
Non-Disc.$14.4M
Employees3
Clients9
DateJun 2020
Total AUM$209.2M
Discretionary$196.9M
Non-Disc.$12.4M
Employees2
Clients8
DateFeb 2020
Total AUM$209.2M
Discretionary$196.9M
Non-Disc.$12.4M
Employees2
Clients8
DateJun 2019
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees2
Clients0