HUMMEL WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
11
Advisory reps
12

Firm details

Headquarters
BERLIN, Ohio
CRD number
143523
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Logan Mast

    Account ExecutiveCRD 7351089

  • DAVID SCHLABACH

    OwnerCRD 1860959

  • ANDREW BADERTSCHER

    Lead Financial AdvisorCRD 4031475

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth