Riley Hutto Wealth Management LLC (Fort Worth)


Riley Hutto Wealth Management LLC is a large advisory firm based in Fort Worth. It manages $46.43 million of regulatory assets for 641 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, Connecticut, and 17 other states.

Riley Hutto Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Riley Hutto Wealth Management: assets under management

The assets under management (AUM) of Riley Hutto Wealth Management LLC is $46.43 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.9 million in discretionary accounts and $5.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Riley Hutto Wealth Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Worth

The principal office where Riley Hutto Wealth Management LLC performs its advisory services is located at 512 Main Street Suite 1400, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in Graham, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-870-4680 or by fax 817-870-1995. The normal business hours are 8:00 am - 9:00 pm on Monday - Friday.