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HHM WEALTH ADVISORS, LLC

1181 King Street
Chattanooga, Tennessee 37403
Tel: 423-826-1670

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About HHM WEALTH ADVISORS, LLC

HHM WEALTH ADVISORS, LLC, formally registered with the SEC as HHM WEALTH ADVISORS, LLC. The firm was established in 08/07/2009. They have over 3 offices throughout the country.

HHM WEALTH ADVISORS, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $1,067,726,190 assets under management, offering retirement planning & investment advisory services to 2899 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#150843
SEC#801-70419
Assets Managed by Firm$1,067,726,190
No. of Clients2899
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total2899$1,067,726,190
Individuals (other than high net worth individuals)720$230,310,035
High net worth individuals246$742,950,184
Pension and profit sharing plans25$19,524,403
Charitable organizations6$57,488,619
Corporations or other businesses10$13,802,809

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