Multi-Family OfficeRIA · CRD 143523SEC-Registered

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Hummel Wealth Management, LLC

Hummel Wealth Management, LLC is an SEC-registered investment adviser in Berlin, OH. It has 11 employees and 11 registered investment advisers.

Hummel Wealth Management, LLC

Hummel Wealth Management, LLC is an SEC-registered investment adviser in Berlin, OH. It has 11 employees and 11 registered investment advisers. The firm is based in Ohio.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Hummel Wealth Management?

The specific named principals and investment committee members are not publicly disclosed. As an SEC-registered RIA, the firm is led by one or more investment advisors who are registered with the SEC. Decision-making likely rests with a designated chief investment officer or investment committee, but their identities are not in public filings.

Is Hummel Wealth Management structured as a single family office or multi-family office?

The firm is publicly categorized as an RIA and multi-family office. This indicates it serves multiple unrelated families, rather than operating as a single-family office for one wealth creator. As an RIA, it charges fees for advisory services and is subject to SEC oversight.

Does Hummel Wealth Management participate in fund commitments or direct deals?

The firm's investment approach is not publicly detailed in a way that specifies fund commitments versus direct deals. As an RIA and multi-family office, it likely uses a combination of commingled funds (such as mutual funds, ETFs, and private funds) and separately managed accounts. Direct private deals would depend on client demand and platform capability.

What investment stages does Hummel Wealth Management typically target?

The firm's investment stages are not publicly delineated. As a wealth manager serving families, it would focus on growth-stage and mature-stage investments across public and private markets. Illiquid alternatives like private equity and real estate may be allocated based on client objectives.

Where does the underlying wealth come from for Hummel Wealth Management clients?

The firm does not disclose the specific origins of its clients' wealth. Clients are likely families that have accumulated wealth through business ownership, inheritance, or professional careers. The firm's marketing emphasizes wealth management, not a specific entrepreneurial or dynastic source.

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