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Home > Retirement Planners > louisiana > shreveport > HMV WEALTH ADVISORS, LLC
HMV WEALTH ADVISORS, LLC
333 Texas Street
Suite 1525
Shreveport, Louisiana 71101
Tel: 318-517-6255
About HMV WEALTH ADVISORS, LLC
HMV WEALTH ADVISORS, LLC, formally registered with the SEC as HMV WEALTH ADVISORS, LLC. The firm was established in 12/16/2022. They have over 3 offices throughout the country.
HMV WEALTH ADVISORS, LLC is a Shreveport, Louisiana based Financial Planning firm with nearly $305,193,651 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297747 |
| SEC# | 801-127046 |
| Assets Managed by Firm | $305,193,651 |
| No. of Clients | 77 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 77 | $305,193,651 |
| Individuals (other than high net worth individuals) | 31 | $8,007,318 |
| High net worth individuals | 35 | $145,039,365 |
| Corporations or other businesses | 11 | $152,146,968 |
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|---|---|---|---|
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
| $2,952,693,844 | 5 | 31 | |
| $2,535,697,292 | 7157 | 34 | |
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| $2,000,884,017 | 12 | 7 |
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