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| Hemming& Wealth Management Inc
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|---|---|
| CRD # | 300918 |
| SEC # | 801-114962 |
| CIK # | 0001782624 |
| AUM | 292.6 M (2026-06-05) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 231-922-2900 |
| Address | 600 E Front Street Traverse City, MI 49686 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.8 | ||
| Coca Cola Co | 0.8 | ||
| Stryker Corp | 0.7 | ||
| Alphabet Inc | 0.4 | ||
| Apple Inc | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 98.1 |
| (b) Individuals (high net worth individuals) | 113 | 190.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 10 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,614 | 292.6 |
| By Discretionary | ||
| Discretionary | 1,567 | 288.1 |
| Non-Discretionary | 47 | 4.5 |
| Total | 1,614 | 292.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.6 | |
| Total | 1,614 | 292.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001782624] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trademark Financial Management LLC
✚
|
MN | 293.4 M |
|
Tate Wealth Management
✚
|
CA | 293.4 M |
|
Fiduciary Financial Partners LLC
✚
|
IL | 293.3 M |
|
Pelkonen and Associates LLC
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|
NY | 293.3 M |
|
Blueprint Partners LLC
✚
|
MI | 292.9 M |
|
Kilterhowling LLC
✚
|
CO | 292.9 M |
|
CornerStone Financial Group LLC
✚
|
NE | 292.2 M |
|
Cassady Wealth & Retirement Planning LLC
✚
|
NV | 292.1 M |
|
Efinancial Alliance LLC
✚
|
TN | 291.9 M |
|
JMN Financial LLC
✚
|
291.8 M |