DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Hemington Wealth Management

Former SEC-registered adviserFalls Church, VirginiaCRD 169024SEC 801-78557websiteIAPD
Legal name Hemington Wealth Management, LLC
Latest filing May 5, 2025
First filing on the tape Sep 4, 2013 · 56 filings
SEC status approved since Sep 24, 2013
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.0B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$1.1B as of May 5, 2025
Mar 27, 2014$183M then
HNW client RAUM$966M as of May 5, 2025
Feb 6, 2018$624M then
State-registered IARs (5.B.3)10 as of May 5, 2025
Mar 27, 20143 then
Employees (5.A)16 as of May 5, 2025
Mar 27, 20143 then
Private funds: no history
RAUM +18% over the last fiscal year+4.2% a year over threeIARs 10 to 10
Practice profile
derived from the filing of May 5, 2025; every figure names its basis
RAUM per advisor
$106MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
38derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.6MderivedHNW RAUM over HNW clients
Average account
$573,223derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.6derivedItem 5.A over advisors
Advisors per office
5.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+18%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-39%derived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Custody
$598M, 292 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$966M91%
  • Individuals$58.5M5.5%
  • Pension and profit-sharing plans$25.2M2.4%
  • Charitable organizations$4.4M0.4%
  • Corporations and businesses$3.1M0.3%
Individual clients
170reported
HNW clients
210reported
Pension plan clients
10reported
Charitable clients
25reported
Accounts
1,845reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
$598M for 292 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
8 left, 0 joined in 12 months
net -8 in 12 months0 left in 90 days0 joined in 90 days9 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Murphy Eileen O'Connor · Chief Compliance Officercontrol
      since 12/2022 · owns 75% or more
    • Lake Jennifer Dawson · Managing Director
      since 01/2023 · owns 10% to 25%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Falls Church, Va · principal008
    Offices
    Schedule D 1.F, the 25 largest
    • Chicago, IL2 employees
    What changed
    consecutive filings, newest first
    • Financial planning clients · 251-500 to 251-500
      Jan 27, 2025 to May 5, 2025
    • Accounts · 1,612 to 1,845
      Oct 28, 2024 to Jan 27, 2025
    • Charity clients · 36 to 25
      Oct 28, 2024 to Jan 27, 2025
    • Corporate clients · 2 to 1
      Oct 28, 2024 to Jan 27, 2025
    • HNW clients · 363 to 210
      Oct 28, 2024 to Jan 27, 2025
    • Individual clients · 261 to 170
      Oct 28, 2024 to Jan 27, 2025
    • Pension plan clients · 12 to 10
      Oct 28, 2024 to Jan 27, 2025
    • Assets in custody · $129M to $598M
      Oct 28, 2024 to Jan 27, 2025
    • Employees · 17 to 16
      Oct 28, 2024 to Jan 27, 2025
    • Discretionary RAUM · $879M to $1.1B
      Oct 28, 2024 to Jan 27, 2025
    • HNW RAUM · $766M to $966M
      Oct 28, 2024 to Jan 27, 2025
    • Individual RAUM · $90.3M to $58.5M
      Oct 28, 2024 to Jan 27, 2025
    • Non-discretionary RAUM · $15.1M to $0
      Oct 28, 2024 to Jan 27, 2025
    • Pension RAUM · $19.9M to $25.2M
      Oct 28, 2024 to Jan 27, 2025
    • RAUM · $894M to $1.1B
      Oct 28, 2024 to Jan 27, 2025
    • Accounts · 1,560 to 1,612
      Dec 4, 2023 to Feb 28, 2024
    • Advisory employees · 15 to 10
      Dec 4, 2023 to Feb 28, 2024
    • Charity clients · 34 to 36
      Dec 4, 2023 to Feb 28, 2024
    • Corporate clients · 3 to 2
      Dec 4, 2023 to Feb 28, 2024
    • HNW clients · 364 to 363
      Dec 4, 2023 to Feb 28, 2024
    • Individual clients · 262 to 261
      Dec 4, 2023 to Feb 28, 2024
    • Pension plan clients · 15 to 12
      Dec 4, 2023 to Feb 28, 2024
    • Assets in custody · $115M to $129M
      Dec 4, 2023 to Feb 28, 2024
    • Employees · 15 to 17
      Dec 4, 2023 to Feb 28, 2024
    • State-registered IARs · 15 to 10
      Dec 4, 2023 to Feb 28, 2024
    • Discretionary RAUM · $859M to $879M
      Dec 4, 2023 to Feb 28, 2024
    • HNW RAUM · $732M to $766M
      Dec 4, 2023 to Feb 28, 2024
    • Individual RAUM · $71.7M to $90.3M
      Dec 4, 2023 to Feb 28, 2024
    • Non-discretionary RAUM · $0 to $15.1M
      Dec 4, 2023 to Feb 28, 2024
    • Pension RAUM · $25.2M to $19.9M
      Dec 4, 2023 to Feb 28, 2024
    • RAUM · $859M to $894M
      Dec 4, 2023 to Feb 28, 2024
    • Accounts · 1,421 to 1,560
      Dec 13, 2022 to Mar 1, 2023
    • Charity clients · 30 to 34
      Dec 13, 2022 to Mar 1, 2023
    • HNW clients · 201 to 364
      Dec 13, 2022 to Mar 1, 2023
    • Individual clients · 184 to 262
      Dec 13, 2022 to Mar 1, 2023
    • Pension plan clients · 13 to 15
      Dec 13, 2022 to Mar 1, 2023
    • Assets in custody · $98.3M to $115M
      Dec 13, 2022 to Mar 1, 2023
    • Employees · 16 to 15
      Dec 13, 2022 to Mar 1, 2023
    • Discretionary RAUM · $934M to $859M
      Dec 13, 2022 to Mar 1, 2023
    • HNW RAUM · $756M to $732M
      Dec 13, 2022 to Mar 1, 2023
    Signals
    19 dated events
    • Hemington Wealth Management no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $1.1B)
      Jan 2, 2026 · Left the SEC roster · derived
    • Alexandra M Mastrota left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-25)
      Dec 18, 2025 · Advisor changed firm · fact
    • Steven Robert Cherry left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-24)
      Dec 18, 2025 · Advisor changed firm · fact
    • Carrie Joyce Leinbach left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-25)
      Dec 18, 2025 · Advisor changed firm · fact
    • Eileen Murphy O'Connor left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-12-18)
      Dec 18, 2025 · Advisor changed firm · fact
    • Katherine Paige Mabry left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-21)
      Dec 18, 2025 · Advisor changed firm · fact
    • Michael Francis Byman left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-25)
      Dec 18, 2025 · Advisor changed firm · fact
    • Jennifer Lake Dawson left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-25)
      Dec 18, 2025 · Advisor changed firm · fact
    • James Cole Delucas left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-21)
      Dec 18, 2025 · Advisor changed firm · fact
    • Hemington Wealth Management's advisors moved to Beacon Pointe Advisors, LLC (Falls Church, VA): 8 of 8 registered, on the same day
      Dec 18, 2025 · Firm absorbed (people side) · derived
    • Travis Nicole Johnson left Hemington Wealth Management for Generational Private Wealth (registered 2025-06-22)
      May 16, 2024 · Advisor changed firm · fact
    • Benjamin Richard Corson left Hemington Wealth Management for D'Orazio Wealth Advisors (registered 2023-04-24)
      Apr 14, 2023 · Advisor changed firm · fact
    • Patrick Ryon Beyer (Founder) no longer on Schedule A of Hemington Wealth Management (listed 2022-12-13, absent 2023-03-01)
      Mar 1, 2023 · Control person left · inference
    • Frederick Wesley Hubach left Hemington Wealth Management for Belgrade Wealth Management Llc (registered 2024-01-24)
      Feb 8, 2023 · Advisor changed firm · fact
    • Ryon Patrick Beyer left Hemington Wealth Management for Generational Private Wealth (registered 2023-04-03)
      Jan 5, 2023 · Advisor changed firm · fact
    • Jill Kaz left Hemington Wealth Management for Avantax Planning Partners, Inc. (registered 2024-12-16)
      Jun 30, 2022 · Advisor changed firm · fact
    • Iwona Cholewa left Hemington Wealth Management for Powerhouse Assets Llc (registered 2020-03-04)
      Mar 1, 2022 · Advisor changed firm · fact
    • Hemington Wealth Management reported RAUM $885.8M, up 25% from $706.5M (2019-10-30 to 2020-02-18)
      Feb 18, 2020 · RAUM change · derived
    • Hemington Wealth Management filed its initial SEC registration (Form ADV)
      Sep 4, 2013 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026