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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hemming& Wealth Management Inc
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|---|---|
| CRD # | 300918 |
| SEC # | 801-114962 |
| CIK # | 0001782624 |
| AUM | $253.1 M (2025-07-16) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 231-922-2900 |
| Address | 600 E Front Street Traverse City, MI 49686 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 86.8 |
| (b) Individuals (high net worth individuals) | 103 | 153.9 |
| (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 | 5 | 10.4 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,525 | 253.1 |
| By Discretionary | ||
| Discretionary | 1,518 | 242.7 |
| Non-Discretionary | 7 | 10.4 |
| Total | 1,525 | 253.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.1 | |
| Total | 1,525 | 253.1 |
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|---|---|---|
|
Hilton Head Capital Partners LLC
✚
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SC | 0.3 |
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PA | 0.3 |
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Gimbal Financial LLC
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Pelkonen and Associates LLC
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NY | 0.3 |
|
Black Cypress Capital Management LLC
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|
0.3 | |
|
JP Wealth Management Inc
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SC | 0.3 |
|
Pacifica Partners Inc
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|
0.3 | |
|
CBG & Company Inc
✚
|
IN | 0.3 |