# Hemming& Wealth Management, Inc.

> Hemming& Wealth Management, Inc. is an SEC-registered investment advisory firm in Traverse City, MI, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 300918
- Filed as: HEMMING& WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Traverse City, MI
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300918
- AdvisorCensus page: https://advisorcensus.com/firm/hemming-and-wealth-management-inc-traverse-city-mi-300918

## Quick answers

**How is Hemming& Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hemming& Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hemming& Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Hourly rate: $500 an hour (Project-based financial planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hemming& Wealth Management, Inc. located?**
Hemming& Wealth Management, Inc.'s principal office is in Traverse City, MI, according to its Form ADV.

**Is Hemming& Wealth Management, Inc. registered with the SEC or a state?**
Hemming& Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300918.

**How much does Hemming& Wealth Management, Inc. manage?**
Hemming& Wealth Management, Inc. reports $292,580,381 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (98% discretionary).

**How have Hemming& Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hemming& Wealth Management, Inc.: Regulatory assets under management: $151,804,161 in the October 2021 data and $292,580,381 in the October 2026 data, up 93%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hemming& Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (323); high net worth individuals (113); corporations or other businesses not listed above (10).

**Which custodians does Hemming& Wealth Management, Inc. use?**
Hemming& Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Hemming& Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300918

**Does Hemming& Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "hemming& Wealth Management generally requires a minimum size of $500,000 for establishing a relationship. hemming& Wealth Management may waive the minimum at its sole discretion."

**What changed in Hemming& Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $253,122,835 to $292,580,381 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> hemming& Wealth Management generally requires a minimum size of $500,000 for establishing a relationship. hemming& Wealth Management may waive the minimum at its sole discretion.

- Hourly rate: $500 an hour (Project-based financial planning engagements)

> Project-based financial planning engagements may be offered at an hourly rate of up to $500 or a fixed engagement fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $292,580,381
- Discretionary: $288,094,406
- Non-discretionary: $4,485,975

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 323 | $98,108,364 |
| High net worth individuals | 113 | $189,986,042 |
| Corporations or other businesses not listed above | 10 | $4,485,975 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hemmingwm.com
- Facebook @hemmingwm
- LinkedIn @hemming-wealth-management
- YouTube @UCURTKeLj9RS5yzs547IkiFg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $151,804,161 | 7 | March 26, 2021 |
| October 2022 | $190,695,533 | 7 | June 6, 2022 |
| October 2023 | $177,706,887 | 9 | May 19, 2023 |
| October 2024 | $190,474,213 | 8 | August 28, 2024 |
| October 2025 | $253,122,835 | 9 | July 16, 2025 |
| October 2026 | $292,580,381 | 9 | June 5, 2026 |

Regulatory assets under management: $151,804,161 in the October 2021 data and $292,580,381 in the October 2026 data, up 93%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $253,122,835 to $292,580,381 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hemming& Wealth Management, Inc. (CRD 300918): Form ADV filing data as of October 2026.