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 organized as a limited liability company with ownership tied to both a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not act as a capital allocator or a related adviser to another registered adviser. Its advisory footprint includes pension consulting services, and it lists affiliations with broker-dealers, another investment adviser, and an insurance company. The firm bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. FINTRX flags it as not an active ESG investor and not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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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