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Hmv Wealth Advisors, LLC

● SEC registered since 2022CRD 297747SEC# 801-127046Shreveport, LA
Export (members)
Reg. AUM
$464.8M
Employees
4
Accounts
113
Location
Shreveport, LA

Hmv Wealth Advisors, LLC assets under management

Hmv Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Shreveport, LA. The firm has been registered since 2022. It reports $464.8 million in regulatory assets under management and employs 4 people.
www.hmvwealth.comView on SEC.gov ↗

Hmv Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Heard McElroy & Vestal, LLC ControlOwnerOver 75%2018
Robert Leroy Dean ControlPresidentUnder 5%2018
Roderick Scott Williams ControlVice President / Chief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Hmv Wealth Advisors, LLC manage?

Hmv Wealth Advisors, LLC reports $464.8 million in regulatory assets under management on its Form ADV.

How many employees does Hmv Wealth Advisors, LLC have?

Hmv Wealth Advisors, LLC reports 4 employees.

Where is Hmv Wealth Advisors, LLC located?

Hmv Wealth Advisors, LLC is based in Shreveport, LA and has been SEC-registered since 2022.

Does Hmv Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address333 Texas Street, Suite 1525, Shreveport, LA 71101
Phone318-517-6255
Fax318-517-6339
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$464.8M
Non-discretionary$0
Total (RAUM)$464.8M