Hammond Wealth Partners

RIASEC Registered
Total AUM
$4.4K
Discretionary
$4.4K
100% of AUM
Avg account
$4.4K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338574
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hammond Wealth Partners is a very small, independent registered investment adviser operating as a limited liability company that serves individuals and families. The firm’s client-facing services center on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM component alongside the option for hourly or fixed-fee engagements. Investment activity shows a clear preference for publicly traded equities. The advisory footprint is narrow: the firm does not appear to act as a capital allocator to third‑party alternative fund managers, and it is not identified as an active ESG investor. Given the scale and the single-office setup, the practice is likely run by a small team or a single advisor providing hands-on planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Ryan Hammond

    Ryan Hammond

    Wealth AdvisorCRD 8028603

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth