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Hemming& Wealth Management Inc
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CRD # | 300918 |
SEC # | 801-114962 |
CIK # | 0001782624 |
AUM | $190.5 MM (2024-08-28) |
Employees | 8 (50% Investors, 0% Brokers) |
Phone | 231-922-2900 |
Address | 600 E Front Street Traverse City, MI 49686 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 366 | 87.9 |
(b) Individuals (high net worth individuals) | 75 | 101.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.1 |
Total | 1,418 | 190.5 |
By Discretionary | ||
Discretionary | 1,391 | 188.0 |
Non-Discretionary | 27 | 2.5 |
Total | 1,418 | 190.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 190.5 | |
Total | 1,418 | 190.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
BCK Partners Inc
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|
NY | 0.2 |
C2C Wealth Management LLC
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|
AZ | 0.2 |
Sage Investment Advisers LLC
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|
NY | 0.2 |
Secured Retirement Advisors LLC
✚
|
MN | 0.2 |
XO Capital LLC
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|
CA | 0.2 |
Marest Capital LLC
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|
CA | 0.2 |
Values First Advisors Inc
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|
TN | 0.2 |
Wealthmd Corporation
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|
KY | 0.2 |
Echo Wealth Management LLC
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|
MN | 0.2 |
Western Pacific Wealth Management LP
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|
IL | 0.2 |