Hemming& Wealth Management, Inc.
● SEC registered since 2019CRD 300918SEC# 801-114962Traverse City, MI
Reg. AUM
$292.6M
Employees
9
Accounts
1,614
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 $292.6 million in regulatory assets under management and employs 9 people.
Hemming& Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Autumn C Soltysiak Control | Vice President, Financial Advisor | 10-25% | 2019 |
| Dawn Michelle Hemming Control | Founder And President | Over 75% | 2019 |
| Jena Corrin Posey Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Hemming& Wealth Management, Inc. manage?
Hemming& Wealth Management, Inc. reports $292.6 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
| Address | 600 E. Front Street, Suite 201, Traverse City, MI 49686 |
| Phone | (231) 922-2900 |
| Fax | (231) 922-2904 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1782624 |
| Discloses disciplinary history | No |
Regulatory AUM
$292.6M▲ 54%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$292.6Mregulatory AUM
Discretionary $288.1MNon-discretionary $4.5M