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Hickory Wealth Management, LLC

● SEC registered since 2025CRD 298475SEC# 801-132481Springfield, MO
Export (members)
Reg. AUM
$107.2M
Employees
4
Accounts
461
Location
Springfield, MO

Hickory Wealth Management, LLC assets under management

Hickory Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Springfield, MO. The firm has been registered since 2025. It reports $107.2 million in regulatory assets under management and employs 4 people.

Hickory Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Roger Daniel PlackemeierManaging Member25-50%2018
Tanner Wayne Greer ControlManaging Member & Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Hickory Wealth Management, LLC manage?

Hickory Wealth Management, LLC reports $107.2 million in regulatory assets under management on its Form ADV.

How many employees does Hickory Wealth Management, LLC have?

Hickory Wealth Management, LLC reports 4 employees.

Where is Hickory Wealth Management, LLC located?

Hickory Wealth Management, LLC is based in Springfield, MO and has been SEC-registered since 2025.

Does Hickory Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address1334 E. Kingsley, #c, Springfield, MO 65804
Phone(417) 306-9891
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$99M
Non-discretionary$8.2M
Total (RAUM)$107.2M