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Building 2HMV WEALTH ADVISORS, LLC

Map pinSHREVEPORT, LA
Phone318-517-6255
NotebookSEC #801-127046
Total AUM
$464.8M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 TEXAS STREET
SUITE 1525
SHREVEPORT
LA 71101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
318-517-6255
Other Offices
2

ReceiptFinancials

Total AUM
$464.8M
Accounts
113
Discretionary
$464.8M
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$12.8M
HNW Individual Clients
52
AUM
$358.7M
Charitable Organization Clients
2
AUM
$3.6M
Corporation or Business Clients
16
AUM
$89.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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