HOMMEL WEALTH MANAGEMENT, INC.

Overview

Hommel Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individuals and families. The firm combines financial planning with portfolio management for individual clients and small businesses, and bills clients via a percentage-of-assets model and occasional hourly fees. Hommel is not positioned as a capital allocator or a pension consultant; it does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory services focus on traditional wealth management and financial planning rather than institutional or outsourced-manager solutions. The firm’s structure and service mix reflect a small, client-facing practice run under individual ownership.

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Public Holdings

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Location & Offices