Hickory Wealth Management, LLC
● SEC registered since 2025CRD 298475SEC# 801-132481Springfield, MO
Reg. AUM
$126.5M
Employees
4
Accounts
511
Location
Springfield, MO
Hickory Wealth Management, LLC assets under management
Hickory Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Springfield, MO. The firm has been registered since 2025. It reports $126.5 million in regulatory assets under management and employs 4 people.
Hickory Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roger Daniel Plackemeier | Managing Member | 25-50% | 2018 |
| Tanner Wayne Greer Control | Managing Member & Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Hickory Wealth Management, LLC manage?
Hickory Wealth Management, LLC reports $126.5 million in regulatory assets under management on its Form ADV.
How many employees does Hickory Wealth Management, LLC have?
Hickory Wealth Management, LLC reports 4 employees.
Where is Hickory Wealth Management, LLC located?
Hickory Wealth Management, LLC is based in Springfield, MO and has been SEC-registered since 2025.
Does Hickory Wealth Management, LLC disclose fund performance?
Hickory Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1334 E. Kingsley, #c, Springfield, MO 65804 |
| Phone | (417) 306-9891 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $118.4MNon-discretionary $8.2M