Hemming& Wealth Management, Inc.
Firm details
- Headquarters
- Traverse City, Michigan
- CRD number
- 300918
- Registered since
- April 10, 2019
- Website
- hemmingwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.93%
- Individuals33.53%
- Corporations / Businesses1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hemming& Wealth Management, Inc. is an independent, privately owned registered investment adviser that began its SEC registration in 2019. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include AUM-based fees, hourly charges, and fixed fees. The firm does not describe itself as a capital allocator and it does not market itself as an active ESG investor or a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities2%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Autumn Soltysiak
Partner, Wealth Management AdvisorCRD 4684987
Dawn Hemming
Founder & PresidentCRD 2243857
Tanelle Budd
Associate, Financial AdvisorCRD 6432323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$187M in ETFs
72%
$134M
23%
$52.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $32.3M | 227,289 | 17.30% |
Location
Traverse City, MI
Grand Traverse
Location
Traverse City, MI
Headquartered in Traverse City, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Traverse
- Address
- 600 E Front St
- Time zone
- ET (UTC-5)
- Office locations
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