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HESMER WEALTH MANAGEMENT LLC
CRD 340213 · SEC 801-135302
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.4M
Discretionary AUM
$250.0M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $44.8M |
| High net worth individuals | 108 | $200.8M |
| Pension/profit sharing plans | 9 | $37.7M |
| Corporations/business entities | 11 | $5.1M |
States served
CA, IN, NC, OH, VA, TX, FL
Official SEC filing: View on IAPD