|
⚲
|
| Hemming& Wealth Management Inc
✚
| |
|---|---|
| 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) |
|---|
| 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 |