H
$288.4M Total AUM
$250.0M Disc. AUM
-- 3Y CAGR
4 Employees
269 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2026
- Office Locations
- 2
Office Locations
-- Carmel IN
-- Raleigh NC
About Hesmer Wealth Management LLC
Hesmer Wealth Management LLC is a Raleigh-based RIA with 2 offices. The firm has been operating for 0 years. Managing $288.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
41 AVG AGE
$72.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
WILLIAM RUSSELL HESMER Jr
Chief Compliance Officer, Managing Member
- CRD
- #6166507
- Ownership
- 75% or more
Available
Available
Available
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B
BRIAN MICHAEL CARROLL
--
- CRD
- #6889059
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,009,127 | $222,230 |
| Non-Discretionary | $38,410,384 | $2,560,692 |
| Total | $288,419,511 | $253,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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