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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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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