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Hemming& Wealth Management, Inc.

● SEC registered since 2019CRD 300918SEC# 801-114962Traverse City, MI
Export (members)
Reg. AUM
$253.1M
Employees
9
Accounts
1,525
Location
Traverse City, MI

Hemming& Wealth Management, Inc. assets under management

Hemming& Wealth Management, Inc. operates as an SEC-registered investment adviser based in Traverse City, MI. The firm has been registered since 2019. It reports $253.1 million in regulatory assets under management and employs 9 people.
hemmingwm.comView on SEC.gov ↗

Hemming& Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Autumn C Soltysiak ControlVice President, Financial Advisor10-25%2019
Dawn Michelle Hemming ControlFounder And PresidentOver 75%2019
Jena Corrin Posey ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Hemming& Wealth Management, Inc. manage?

Hemming& Wealth Management, Inc. reports $253.1 million in regulatory assets under management on its Form ADV.

How many employees does Hemming& Wealth Management, Inc. have?

Hemming& Wealth Management, Inc. reports 9 employees.

Where is Hemming& Wealth Management, Inc. located?

Hemming& Wealth Management, Inc. is based in Traverse City, MI and has been SEC-registered since 2019.

Does Hemming& Wealth Management, Inc. disclose fund performance?

Hemming& Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 E. Front Street, Suite 201, Traverse City, MI 49686
Phone(231) 922-2900
Fax(231) 922-2904
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK1782624
Discloses disciplinary historyNo

Assets under management

Discretionary$242.7M
Non-discretionary$10.4M
Total (RAUM)$253.1M