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HULL WEALTH MANAGEMENT

INVESTMENT & RETIREMENT ADVISORS, LLC

CRD 131741 · SEC 801-130723

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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

TypeClientsAUM
Individuals169$52.4M
High net worth individuals33$86.2M

States served

TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD