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HULL WEALTH MANAGEMENT
INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741 · SEC 801-130723
215A CASTLEWOOD DRIVE, MURFREESBORO, TN, 37129, United States
Phone
615 896-1181
Fax
615 896-4400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.6M
Discretionary AUM
$138.6M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $52.4M |
| High net worth individuals | 33 | $86.2M |
States served
TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD