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Multi-Family OfficeRIA · CRD 277166State-Registered Investment Adviser

Updated:

Hommel Wealth Management

HOMMEL WEALTH MANAGEMENT, INC. is a state-registered investment adviser in GARDEN CITY, NY. The firm manages approximately $10 million in assets.

Overview

HOMMEL WEALTH MANAGEMENT, INC. is a state-registered investment adviser in GARDEN CITY, NY. The firm manages approximately $10 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Garden City

Corporate office

United States

Frequently asked questions

How does Hommel Wealth Management source proprietary deal flow?

The firm has not disclosed its deal sourcing methodology. Most multi-family offices rely on existing GP relationships, co-investment networks, and platforms like iCapital or CAIS for alternative access. Without public statements, sourcing posture remains unconfirmed.

Does Hommel Wealth Management participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are not publicly disclosed. Many RIAs and MFOs use a blend of commingled fund commitments and direct co-investments. Without portfolio disclosures, no specific allocation pattern can be confirmed.

Which sectors does Hommel Wealth Management explicitly avoid?

The firm has not published any negative sector screens or exclusion lists. Most RIA-based family offices are sector-agnostic unless constrained by client-specific ESG mandates. Without disclosure, no avoided sectors can be identified.

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