Hummel Wealth Management, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
11
Advisory reps
13

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 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

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 13
  • Logan Mast

    Logan Mast

    Account ExecutiveCRD 7351089

  • David Schlabach

    David Schlabach

    OwnerCRD 1860959

  • Steven Smith

    Steven Smith

    Registered Office AssistantCRD 8240894

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth