This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$293MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$288M

Private client RAUM

$288MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$73.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,614

Individual clients

323

High net worth clients

113

Custody, client assets

$121M

SEC number

801-114962

CIK

1782624

CRD

300918

Filings on the tape

30

First filed

Mar 7, 2019

Latest filed

Jun 5, 2026

Organised

Corporation, MI

Website

hemmingwm.com

• Occurred

  Apr 16, 2024
  Control person joined

  Corrin Jena Posey (Chief Compliance Officer) appeared on Schedule A of Hemming& Wealth Management, Inc.

  Form ADVobserved 3 days ago
• Occurred

  Mar 7, 2019
  First Form ADV filing

  Hemming & Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6157e779-4ea3-5551-2fc7-d4fba24876ea

First observed

Mar 7, 2019

Last observed

Jun 5, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.