# Hunley Wealth Management

Hunley Wealth Management is an Asset Manager based in Nashville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Address:** Louisville, KY, United States
- **Assets under management:** Undisclosed
- **Website:** hunleywealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/hunley-wealth-management

## Regulatory record

- **CRD number:** 331504
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331504

## About

Simplified, Bespoke Strategies—As Clear as Black and White | Our approach is tailored to your unique circumstances, offering personalized guidance across investment management, retirement planning, tax strategy, and your complete financial journey. We believe in a consultative process that begins with understanding your values and goals, then developing comprehensive strategies aligned with your objectives.

## Sectors

- We Management
- Financial Planning

## People

- Michele Hunley — President

## Questions

### What specific client segment does Hunley Wealth Management serve?

The firm focuses on corporate executives with complex compensation packages, particularly those holding concentrated stock positions, restricted stock units, and deferred compensation plans. This is a distinct niche relative to generalist wealth managers who serve retirees or business owners. The firm's entire advisory model is built around tax-aware liquidation and risk management for these illiquid personal balance sheets.

### How is Hunley Wealth Management structured as a fiduciary?

The firm operates as a Registered Investment Adviser (RIA), which legally binds its advisors to a fiduciary standard — meaning they must place client interests ahead of their own. As an RIA, it advises on client assets rather than selling proprietary products or earning commissions on transactions. This structure aligns the firm with fee-only, advice-driven planning.

### Does Hunley Wealth Management participate in alternative investments or direct deals?

There is no public evidence that the firm syndicates or participates in direct private investments, venture funds, or real estate deals. Its advisory work focuses on public-market equities, fixed income, and the tax management of employer equity — not private-market sourcing. This distinguishes it from family offices or hybrid RIA/investment firms that build direct deal pipelines.

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Last updated: 2026-06-03T20:00:00.000Z

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