CRD: 300918
Hemming& Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2019
- Office Locations
- 1
Office Locations
About Hemming& Wealth Management, Inc.
Hemming Wealth Management (Traverse City, MI) delivers coordinated financial planning and ongoing wealth management for families/individuals and business owners. The firm supports retirement plan services, risk management, succession and estate/legacy planning, and actively manages portfolios with regular reviews and rebalancing, often implemented with ETFs and mutual funds on Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAWN MICHELLE HEMMING
FOUNDER, President
- CRD
- #2243857
- Ownership
- 75% or more
AUTUMN C SOLTYSIAK
Financial Advisor, VICE PRESIDENT, Wealth Management Advisor
- CRD
- #4684987
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
TANELLE BUDD
Financial Advisor, General Partner
- CRD
- #6432323
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,094,406 | $183,851 |
| Non-Discretionary | $4,485,975 | $95,446 |
| Total | $292,580,381 | $181,277 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing