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| HHM Wealth Advisors LLC
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|---|---|
| CRD # | 150843 |
| SEC # | 801-70419 |
| CIK # | 0001750086 |
| AUM | 1,472.0 M (2026-03-18) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 423-826-1670 |
| Address | 1181 King Street Chattanooga, TN 37403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 37.7 | ||
| Apple Inc | 19.9 | ||
| Microsoft Corp | 10.0 | ||
| Amazon Com Inc | 8.2 | ||
| Caterpillar Inc | 5.4 | ||
| Nvidia Corp | 5.3 | ||
| UNUM Group | 5.2 | ||
| Alphabet Inc | 4.5 | ||
| Alphabet Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 828 | 320.3 |
| (b) Individuals (high net worth individuals) | 352 | 1,099.6 |
| (c) Banking or thrift institutions | 3 | 3.5 |
| (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 | 33 | 17.7 |
| (h) Charitable organizations | 5 | 15.3 |
| (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 | 17 | 15.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,383 | 1,472.0 |
| By Discretionary | ||
| Discretionary | 3,361 | 1,450.8 |
| Non-Discretionary | 22 | 21.2 |
| Total | 3,383 | 1,472.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,472.0 | |
| Total | 3,383 | 1,472.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001750086] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 1,469.3 M |
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KS | 1,469.0 M |
|
CJM Wealth Advisers Ltd
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VA | 1,466.2 M |
|
Aerodigm Wealth LLC
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OR | 1,463.2 M |