Hesmer Wealth Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$288M

Discretionary

$250M

87% of AUM

Avg account

$253K

Accounts

1,140

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 340213
Registered since: February 10, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.62%
Individuals15.55%
Pension & Profit Sharing Plans13.08%
Corporations / Businesses1.75%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hesmer Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm describes itself as a capital allocator that serves both individual/family and institutional clients, charging a mix of advisory fees based on a percentage of assets and fixed fees. The firm's ADV lists services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Hesmer does not identify as an active ESG investor and is not designated as a multistate adviser in the snapshot provided.