$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-2025
- Office Locations
- 1
Office Locations
1050 Crowne Point Parkway #500 Atlanta GA
About HWM Wealth Management LLC
HWM Wealth Management LLC is a Atlanta-based RIA. The firm has been operating for 1 years. Managing $18.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
43 AVG AGE
$18.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Pathway North Summit vector Unison Ridge atlas Glacier element
Client Personas
Radial
Custodian
Vector Momentum Delta alpha Pioneer vital Oak harbor
Investment Themes
Insight Glacier Vector
Investment Vehicles
Oak Alpha vital
Services
Matrix optima Delta vital North peak Matrix Eagle Horizon wave Meridian quantum
Owner & Executives
CAROLINE Hartley MCINERNEY
Chief Compliance Officer, FOUNDER
- CRD
- #2767841
- Ownership
- 75% or more
(674) 215-9843
bridge.value@zenithcapital.com
in linkedin.com/in/ridge-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,744,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,744,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,744,000
Public Funds:
22.5% Equity - Exchange:
9.0% Private Funds:
22.1% Cash:
15.1% U.S. Government/Agency:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,463,758,383 | 22.5% |
| Equity - Exchange | $585,503,353 | 9.0% |
| Private Funds | $1,437,736,012 | 22.1% |
| Cash | $982,344,515 | 15.1% |
| U.S. Government/Agency | $2,036,250,550 | 31.3% |
| Total | $6,505,592,813 | 100.0% |