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InvestmentHunter Wealth Services

EST. AUM
$138,000,000

CONTACTS
1

CLIENT ACCOUNTS
314

Firm Details

Metro area Dallas
CRD Number 146943
Website beaconpointe.com
Client types

Overview

InvestmentHunter Wealth Services is a Dallas-based financial advisory firm that joined Beacon Pointe Advisors in early 2026. The firm blends a tactical investment mindset with detailed financial planning, specifically targeting entrepreneurs, business owners, and ultra-high-net-worth families in the Dallas Park Cities area. Their approach utilizes Beacon Pointe's proprietary allWEALTH framework to integrate retirement strategy, tax and estate coordination, and insurance considerations. The team operates under an owner-operated model designed to provide adaptive, real-world financial solutions rather than institutional templates.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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