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Building 2HESMER WEALTH MANAGEMENT LLC

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Phone252-230-7699
NotebookSEC #801-135302
Total AUM
$288.4M
Employees
4
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
252-230-7699
Other Offices
1

ReceiptFinancials

Total AUM
$288.4M
Accounts
1,140
Discretionary
$250M
Accounts
1,125
Non-Discretionary
$38.4M
Accounts
15

ContactClients

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Individual Clients
141
AUM
$44.8M
HNW Individual Clients
108
AUM
$200.8M
Pension/Profit Sharing Plan Clients
9
AUM
$37.7M
Corporation or Business Clients
11
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CAFLINNCOHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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