Hemming& Wealth Management Inc

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Assets, Funds, Holdings

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Hemming& Wealth Management Inc
CRD #300918
SEC #801-114962
CIK #0001782624
AUM $190.5 MM (2024-08-28)
Employees 8 (50% Investors, 0% Brokers)
Phone231-922-2900
Address600 E Front Street
Traverse City, MI 49686
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 366 87.9
(b) Individuals (high net worth individuals) 75 101.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.1
Total 1,418 190.5
By Discretionary
Discretionary 1,391 188.0
Non-Discretionary 27 2.5
Total 1,418 190.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 190.5
Total 1,418 190.5
Comparable Firms State AUM ($BB)
BCK Partners Inc
NY 0.2
C2C Wealth Management LLC
AZ 0.2
Sage Investment Advisers LLC
NY 0.2
Secured Retirement Advisors LLC
MN 0.2
XO Capital LLC
CA 0.2
Marest Capital LLC
CA 0.2
Values First Advisors Inc
TN 0.2
Wealthmd Corporation
KY 0.2
Echo Wealth Management LLC
MN 0.2
Western Pacific Wealth Management LP
IL 0.2
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