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HMV WEALTH ADVISORS, LLC
CRD 297747 · SEC 801-127046
333 TEXAS STREET, SUITE 1525, SHREVEPORT, LA, 71101, United States
Phone
318-517-6255
Fax
318-517-6339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.8M
Discretionary AUM
$464.8M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-09-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $12.8M |
| High net worth individuals | 52 | $358.7M |
| Charitable organizations | 2 | $3.6M |
| Corporations/business entities | 16 | $89.7M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD