Hesmer Wealth Management LLC
● SEC registered since 2026CRD 340213SEC# 801-135302
Reg. AUM
$288.4M
Employees
4
Accounts
1,140
Location
—
Hesmer Wealth Management LLC assets under management
Hesmer Wealth Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $288.4 million in regulatory assets under management and employs 4 people.
Hesmer Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Russell Hesmer Control | Chief Compliance Officer / Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Hesmer Wealth Management LLC manage?
Hesmer Wealth Management LLC reports $288.4 million in regulatory assets under management on its Form ADV.
How many employees does Hesmer Wealth Management LLC have?
Hesmer Wealth Management LLC reports 4 employees.
Does Hesmer Wealth Management LLC disclose fund performance?
Hesmer Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 252-230-7699 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$288.4Mregulatory AUM
Discretionary $250MNon-discretionary $38.4M