Hmv Wealth Advisors, LLC
● SEC registered since 2022CRD 297747SEC# 801-127046Shreveport, LA
Reg. AUM
$567.4M
Employees
4
Accounts
138
Location
Shreveport, LA
About Hmv Wealth Advisors
HMV Wealth Advisors provides true wealth management spanning investment consulting, relationship management, and advanced planning. It addresses concerns such as smart money decisions, tax minimization, next-generation transfers, asset protection, and charitable giving.
Summary based on the firm’s website.
Hmv Wealth Advisors, LLC assets under management
Hmv Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Shreveport, LA. The firm has been registered since 2022. It reports $567.4 million in regulatory assets under management and employs 4 people.
Hmv Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heard McElroy & Vestal, LLC Control | Owner | Over 75% | 2018 |
| Robert Leroy Dean Control | President | Under 5% | 2018 |
| Roderick Scott Williams Control | Vice President / Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Hmv Wealth Advisors, LLC manage?
Hmv Wealth Advisors, LLC reports $567.4 million in regulatory assets under management on its Form ADV.
How many employees does Hmv Wealth Advisors, LLC have?
Hmv Wealth Advisors, LLC reports 4 employees.
Where is Hmv Wealth Advisors, LLC located?
Hmv Wealth Advisors, LLC is based in Shreveport, LA and has been SEC-registered since 2022.
Does Hmv Wealth Advisors, LLC disclose fund performance?
Hmv Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Texas Street, Suite 1525, Shreveport, LA 71101 |
| Phone | 318-517-6255 |
| Fax | 318-517-6339 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$567.4M▲ 22%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$567.4Mregulatory AUM
Discretionary $567.4M