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HHM Wealth Advisors
HHM Wealth Advisors is an SEC-registered investment adviser in Chattanooga, TN, registered since 2009. The firm manages $1.5 billion in regulatory assets under...
HHM Wealth Advisors
HHM Wealth Advisors is an SEC-registered investment adviser in Chattanooga, TN, registered since 2009. The firm manages $1.5 billion in regulatory assets under management, $1.5 billion on a discretionary basis. It has 20 employees and 13 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chattanooga
Corporate office
Chattanooga, TN, United States
Frequently asked questions
What type of clients does HHM Wealth Advisors serve?
HHM Wealth Advisors serves individuals, families, and business owners, primarily in the Tennessee Valley region. As a planning-centric firm, its services are directed toward private clients seeking integrated financial planning and investment management rather than institutional mandates.
Does HHM Wealth Advisors manage institutional assets or operate as a family office?
No. HHM Wealth Advisors is a regional wealth management firm, not a single-family office or institutional asset manager. There is no public evidence of dedicated family office services, institutional separate accounts, or commingled fund structures.
How does HHM Wealth Advisors construct client portfolios?
HHM builds diversified portfolios for private clients across equities, fixed income, and cash equivalents. Implementation is typically through separately managed accounts or mutual fund platforms. Specific mandates or holdings are not publicly disclosed, consistent with the private-client advisory model.
Does HHM Wealth Advisors have offices outside of Chattanooga?
There is no public record of additional offices. HHM Wealth Advisors operates from its Chattanooga headquarters, serving a concentrated client base in the Tennessee Valley.
Is HHM Wealth Advisors affiliated with a larger financial institution or network?
No public affiliation with a larger bank, broker-dealer, or advisory network is disclosed. The firm appears to operate as an independent registered investment advisor, though its exact regulatory registration status should be verified via SEC or state filings if needed for diligence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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