HUNGERFORD FINANCIAL LLC

Legal name: HANC WEALTH MANAGEMENT, LLC

CRD 249789File 801-114535

APPROVED

Retail clients

Custody

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$492.1M

Above cohort median (national)

Discretionary AUM

$456.7M

Non-discretionary $35.4M

Clients

349

1,061 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 30, 2019
Principal office: 2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI, 49546
Phone: 616-302-1558
Website: https://www.linkedin.com/company/hungerford-financial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $492.1M
Discretionary AUM: $456.7M
Non-discretionary AUM: $35.4M
Discretionary accounts: 1,039
Non-discretionary accounts: 22
Total accounts: 1,061
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$3.1M
Charitable organizations	35	$92.4M
High net worth individuals	94	$289.7M
Pension and profit sharing plans	22	$35.4M
Individuals (other than high net worth individuals)	191	$71.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.