# Hemming& Wealth Management

Hemming& Wealth Management is a Bank / Wealth / Trust based in Traverse City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Traverse City, United States
- **Region:** North America
- **Address:** Traverse City, MI, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** hemmingwm.com
- **LinkedIn:** https://www.linkedin.com/company/hemming-wealth-management

## Regulatory record

- **CRD number:** 300918
- **SEC file number:** 801-114962
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300918

## About

Hemming& Wealth Management was established in 2007 as a registered investment adviser based in Traverse City, Michigan. The firm operates as a wealth management practice providing investment advisory services, including investment management and portfolio construction for individuals and businesses. The firm's geographic concentration in Northern Michigan shapes both its client base and its investment sourcing. The firm's strategy centers on portfolio management and advisory services, not direct company investment or fund commitments. It advises on publicly traded securities and managed portfolios, functioning as a financial planner and asset allocator for its clients rather than a principal investor. Hemming& does not operate as a family office making direct private investments, nor does it manage pooled investment vehicles, based on its regulatory filings as a registered investment adviser. Hemming& Wealth Management's team size and total assets under management are not publicly disclosed. The firm maintains a single office in Traverse City, with no known additional locations or affiliated investment vehicles. Its structure appears to be that of a closely held advisory practice serving a limited number of private clients, with no public record of institutional capital, philanthropic foundations, or operating company relationships. Operating as an independent RIA in a regional market, Hemming& avoids the conflicts of a large wirehouse while remaining small enough to offer personalized service. This structural approach distances it from both the institutional allocator model and the single-family office format, placing it firmly in the local wealth advisory category common across secondary US markets.

## Sectors

- Financial Services
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning

## Questions

### Who runs investment decisions at Hemming& Wealth Management?

We do not have public confirmation of the named principals or investment decision-makers at Hemming&. The firm's Form ADV and website do not publicly identify a chief investment officer or specific portfolio manager.

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Last updated: 2026-08-11T02:43:31.692Z

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