|
⚲
|
| Hesmer Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 340213 |
| SEC # | 801-135302 |
| CIK # | |
| AUM | $288.4 M (2026-05-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 252-230-7699 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 44.8 |
| (b) Individuals (high net worth individuals) | 108 | 200.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 37.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,140 | 288.4 |
| By Discretionary | ||
| Discretionary | 1,125 | 250.0 |
| Non-Discretionary | 15 | 38.4 |
| Total | 1,140 | 288.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.4 | |
| Total | 1,140 | 288.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family CFO Inc
✚
|
0.3 | |
|
Gradient Advisors LLC
✚
|
MN | 0.3 |
|
North Star Advisory Group LLC
✚
|
OH | 0.3 |
|
Impactfolio LLC
✚
|
CO | 0.3 |
|
Financial Guidance Group Inc
✚
|
0.3 | |
|
Echo Wealth Management LLC
✚
|
MN | 0.3 |
|
Financial Independence LLC
✚
|
RI | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Burkholder & Associates LLC
✚
|
DC | 0.3 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |