Hemington Wealth Management LLC

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Assets, Funds, Holdings

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Hemington Wealth Management LLC
CRD #169024
SEC #801-78557
CIK #0001838234
AUM $894.4 MM (2024-02-28)
Employees 17 (59% Investors, 0% Brokers)
Phone703-828-2479
Address7651 Leesburg Pike
Falls Church, VA 22043
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
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 ($MM)
3002401801206002020202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001838234]
Comparable Firms State AUM ($BB)
Private Portfolio Partners LLC
NJ 0.9
Oak Ridge Investments LLC
IL 0.9
Rae & Lipskie Investment Counsel Inc
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
WI 0.9
Dean Investment Associates LLC
OH 0.9
Minneapolis Portfolio Management Group LLC
MN 0.9
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