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, corporation-structured registered investment advisor that has been SEC-registered since 2019 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its billing arrangements include a percentage-of-AUM fee, hourly charges and fixed-fee engagements. The firm lists core advisory services as financial planning and portfolio management for individuals and small businesses; pension consulting appears among its stated advisory activities, although a pension-consultant indicator is set to No. Hemming& is not designated as a multi-state adviser, does not flag itself as an active ESG investor, and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Tanelle Budd
Associate, Financial AdvisorCRD 6432323
Dawn Hemming
Founder & PresidentCRD 2243857
Autumn Soltysiak
Partner, Wealth Management AdvisorCRD 4684987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$157M in ETFs
78%
$122M
22%
$35M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN US QUALITY FACTOR ETF (JQUA) | JP Morgan | Passive | Large Blend | $27.2M | 442,836 | 17.29% |
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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