600 E. Front Street
Suite 201
Traverse City, Michigan 49686
Tel: (231) 922-2900
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 300918 |
SEC# | 801-114962 |
Assets Managed by Firm | $253,122,835 |
No. of Clients | 1525 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1525 | $253,122,835 |
Individuals (other than high net worth individuals) | 356 | $86,804,761 |
High net worth individuals | 103 | $153,905,830 |
Pension and profit sharing plans | 5 | $10,385,415 |
Corporations or other businesses | Fewer than 5 clients | $2,026,829 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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