H
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2026
- Office Locations
- 1
Office Locations
-- Garden City NY
About Hommel Wealth Management, Inc.
Hommel Wealth Management, Inc. is a Garden City-based RIA. The firm has been operating for 0 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$154.8K AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN EDWARD HOMMEL
President
- CRD
- #1673219
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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