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HEMMING& WEALTH MANAGEMENT, INC.
CRD 300918File 801-114962
APPROVED
Retail clients
Custody
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$292.6M
Below cohort median (national)
Discretionary AUM
$288.1M
Non-discretionary $4.5M
Clients
446
1,614 accounts
Employees
9
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 10, 2019
- Principal office
- 600 E. FRONT STREET, SUITE 201, TRAVERSE CITY, MI, 49686
- Phone
- (231) 922-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $292.6M
- Discretionary AUM
- $288.1M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 1,567
- Non-discretionary accounts
- 47
- Total accounts
- 1,614
- AUM per client
- $656K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $4.5M |
| High net worth individuals | 113 | $190.0M |
| Individuals (other than high net worth individuals) | 323 | $98.1M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.