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HEMMING& WEALTH MANAGEMENT, INC.

600 E. Front Street
Suite 201
Traverse City, Michigan 49686
Tel: (231) 922-2900

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About HEMMING& WEALTH MANAGEMENT, INC.

HEMMING& WEALTH MANAGEMENT, INC, formally registered with the SEC as HEMMING& WEALTH MANAGEMENT, INC. The firm was established in 04/10/2019. They have over 1 offices throughout the country.

HEMMING& WEALTH MANAGEMENT, INC. is a Traverse City, Michigan based Financial Planning firm with nearly $253,122,835 assets under management, offering retirement planning & investment advisory services to 1525 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300918
SEC#801-114962
Assets Managed by Firm$253,122,835
No. of Clients1525
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1525$253,122,835
Individuals (other than high net worth individuals)356$86,804,761
High net worth individuals103$153,905,830
Pension and profit sharing plans5$10,385,415
Corporations or other businessesFewer than 5 clients$2,026,829

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