Hummel Wealth Management, LLC
Firm details
- Headquarters
- Berlin, Ohio
- CRD number
- 143523
- Website
- www.hummelgrp.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Hummel Wealth Management, LLC is an LLC that positions itself as a fee-based advisory firm offering multiple pricing options (percentage of AUM, hourly charges and fixed fees). The firm lists pension consulting services among its advisory activities while also noting it is not designated as a pension consultant. It is classified as an unclassified adviser and is owned by a domestic entity/individual. The firm reports affiliations with a broker‑dealer, another investment adviser, and an insurance company. It does not identify as an active ESG investor, does not operate as a multi‑state adviser, and is not a newly formed adviser or a capital allocator.
Assets & Accounts
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
Contacts
3 of 13
Logan Mast
Account ExecutiveCRD 7351089

David Schlabach
OwnerCRD 1860959

Steven Smith
Registered Office AssistantCRD 8240894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berlin, OH
Holmes
Location
Berlin, OH
Headquartered in Berlin, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Holmes
- Address
- 4585 39
- Time zone
- ET (UTC-5)
- Office locations
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