HESMER WEALTH MANAGEMENT LLC

HESMER WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 340213). Regulatory assets under management: $288.4M.

Registration

• CRD: 340213
• SEC file number: 801-135302
• Type: Registered investment adviser
• Phone: 252-230-7699
• Latest filing: 2026-07-29
• Regulatory AUM: $288.4M
• Discretionary AUM: $250.0M
• Non-discretionary AUM: $38.4M
• Clients: 4
• Accounts: 1,140

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search