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HHM WEALTH ADVISORS, LLC
CRD 150843File 801-70419
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.45B
Non-discretionary $21.2M
Clients
1,238
3,383 accounts
Employees
20
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 7, 2009
- Principal office
- 1181 KING STREET, CHATTANOOGA, TN, 37403
- Phone
- 423-826-1670
- Website
- HTTP://WWW.HHMWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.47B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $21.2M
- Discretionary accounts
- 3,361
- Non-discretionary accounts
- 22
- Total accounts
- 3,383
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $15.7M |
| Charitable organizations | 5 | $15.3M |
| High net worth individuals | 352 | $1.10B |
| Banking or thrift institutions | Fewer than 5 | $3.5M |
| Pension and profit sharing plans | 33 | $17.7M |
| Individuals (other than high net worth individuals) | 828 | $320.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 20 | increased by2 |
| Apr 1, 2026 | Clients | 1,177 | 1,238 | increased by61 |
| Apr 1, 2026 | AUM | $1,406,920,944 | $1,472,017,490 | increased by$65,096,546 |
| Apr 1, 2026 | Accounts | 3,313 | 3,383 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 18 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 897 | 1,177 | increased by280 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $864,982,195 | $1,406,920,944 | increased by$541,938,749 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,401 | 3,313 | increased by912 |
| Apr 1, 2022 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2022 | Clients | 775 | 897 | increased by122 |
| Apr 1, 2022 | AUM | $649,505,179 | $864,982,195 | increased by$215,477,016 |
| Apr 1, 2022 | Accounts | 2,130 | 2,401 | increased by271 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HHM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HHM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.