HHM WEALTH ADVISORS, LLC
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 150843
- Registered since
- August 7, 2009
- Website
- www.hhmwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.7%
- Individuals21.76%
- Pension & Profit Sharing Plans1.2%
- Corporations / Businesses1.07%
- Charitable Organizations1.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
HHM Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered since 2009. The firm works with individuals, families and institutional clients, providing financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include AUM‑based fees as well as hourly and fixed‑fee engagements. The firm does not identify itself as an ESG‑focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities11%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1GINA COOK
Chief Compliance OfficerCRD 2673838
Contacts
3 of 12SALVATORE GERACI
Wealth AdvisorCRD 1736064
ANDREW COOK
Partner and Wealth AdvisorCRD 6035278
CHRISTOPHER THURMAN
Wealth AdvisorCRD 7629951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 343Active vs passive
$827M in ETFs
96%
$790M
2%
$37.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $158M | 5,156,506 | 19.12% |
Location
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 1181 King St
- Time zone
- CT (UTC-6)
- Office locations
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