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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HHM Wealth Advisors LLC
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|---|---|
| CRD # | 150843 |
| SEC # | 801-70419 |
| CIK # | 0001750086 |
| AUM | $1.4 B (2025-04-02) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 423-826-1670 |
| Address | 1181 King Street Chattanooga, TN 37403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 32.1 | ||
| Apple Inc | 14.3 | ||
| Microsoft Corp | 11.9 | ||
| Amazon Com Inc | 9.1 | ||
| MicroStrategy Inc | 7.3 | ||
| Nvidia Corp | 3.8 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Home Depot Inc | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| Norfolk Southern Corp | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 785 | 250.0 |
| (b) Individuals (high net worth individuals) | 342 | 1,059.2 |
| (c) Banking or thrift institutions | 3 | 3.8 |
| (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 | 24 | 13.0 |
| (h) Charitable organizations | 7 | 65.6 |
| (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 | 16 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,313 | 1,406.9 |
| By Discretionary | ||
| Discretionary | 3,286 | 1,371.5 |
| Non-Discretionary | 27 | 35.4 |
| Total | 3,313 | 1,406.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,406.9 | |
| Total | 3,313 | 1,406.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001750086] |
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