Multi-Family OfficeRIA · CRD 300918SEC-Registered

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Hemming& Wealth Management

Hemming& Wealth Management opened in 2007 as a Traverse City-based registered investment adviser.

Hemming& Wealth Management logo

Hemming& Wealth Management

Hemming& Wealth Management opened in 2007 as a Traverse City-based registered investment adviser. The firm organizes its practice around a three-step process — Embrace, Educate, Empower — directing its services at pre-retirees, families, individuals, and business owners. Its founding team remains unnamed in public materials, and the firm does not disclose the source of its underlying capital or a wealth-origin narrative beyond its local advisory roots. The firm delivers financial planning, investment management, retirement planning, tax planning, estate planning, and divorce planning and settlement. Asset classes or specific portfolio holdings are not publicly detailed; the firm describes developing customized investment strategies aligned to each client's risk tolerance, time horizon, and financial goals. Its geographic footprint centers on northern Michigan, serving individuals and businesses from its single office on East Front Street in Traverse City. No named portfolio companies, fund commitments, or co-investment partners appear in available disclosures. Hemming& Wealth Management does not publish total assets under management, deployment figures, or team headcount. Its single office at 600 East Front Street, Suite 201, Traverse City, MI 49686 handles all operations. No adjacent vehicles, philanthropic foundations, real-asset arms, or club memberships are disclosed. The firm's website emphasizes an educational resource library covering retirement, lifestyle, investment, tax, and money topics. The firm operates as a locally focused RIA with an explicit lifestyle-centric mandate — its messaging frames money as a tool for personal fulfillment and joy rather than accumulation. This advisory model distinguishes it from institutional allocators or multi-generational family offices. Its governance and succession structure remain undisclosed.

General information

Firm type

Multi Family Office

Year founded

2007

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Traverse City

Corporate office

600 East Front Street, Suite 201, Traverse City, MI 49686

Sector focus

Financial ServicesWealth ManagementRetirement PlanningEstate PlanningTax Planning

Frequently asked questions

Who makes investment decisions at Hemming& Wealth Management?

The firm does not publicly name its investment committee, portfolio managers, or principals. The website describes a team-based approach to wealth management under the 'Embrace, Educate, Empower' process, but individual decision-makers are not identified.

What types of clients does Hemming& Wealth Management serve?

The firm targets three client categories: pre-retirees and retirees, families and individuals, and business owners. It provides business owners with retirement plan services, risk management, succession planning, and estate and legacy planning, in addition to personal financial security.

Does Hemming& Wealth Management disclose its assets under management?

No. Hemming& Wealth Management does not publicly report assets under management, total client assets, or deployment figures. Its advisory materials focus on process and service offerings rather than scale.

What investment strategies does Hemming& Wealth Management employ?

The firm states it develops customized investment strategies aligned to each client's risk tolerance, time horizon, and financial goals. It conducts regular portfolio reviews and adjusts strategies based on changes in client circumstances, market conditions, and economic factors. Specific asset classes, sectors, or investment vehicles are not disclosed.

How is Hemming& Wealth Management structured — is it a single-family office or an RIA?

Hemming& Wealth Management is a registered investment adviser (RIA), not a single-family office. It serves multiple client types — pre-retirees, families, individuals, and business owners — from a single location in Traverse City, Michigan, and operates as a multi-client advisory practice.

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