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Hemington Wealth Management LLC
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CRD # | 169024 |
SEC # | 801-78557 |
CIK # | 0001838234 |
AUM | $894.4 MM (2024-02-28) |
Employees | 17 (59% Investors, 0% Brokers) |
Phone | 703-828-2479 |
Address | 7651 Leesburg Pike Falls Church, VA 22043 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
JNJ | 465,600.2 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
JPM | 340,169.2 | 0.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 261 | 90.3 |
(b) Individuals (high net worth individuals) | 363 | 765.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 12 | 19.9 |
(h) Charitable organizations | 36 | 11.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 6.5 |
(n) Other | 0 | 0.0 |
Total | 1,612 | 894.4 |
By Discretionary | ||
Discretionary | 1,558 | 879.3 |
Non-Discretionary | 54 | 15.1 |
Total | 1,612 | 894.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 894.4 | |
Total | 1,612 | 894.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001838234] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Private Portfolio Partners LLC
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|
NJ | 0.9 |
Oak Ridge Investments LLC
✚
|
IL | 0.9 |
Rae & Lipskie Investment Counsel Inc
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|
0.9 | |
Headinvest LLC
✚
|
ME | 0.9 |
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
Haven Global Partners LLC
✚
|
GA | 0.9 |
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
Gateway Wealth Partners LLC
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|
WI | 0.9 |
Dean Investment Associates LLC
✚
|
OH | 0.9 |
Minneapolis Portfolio Management Group LLC
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|
MN | 0.9 |