HWM Wealth Management LLC

Overview

HWM Wealth Management LLC is an independent, owner-operated registered investment adviser operating as a limited liability company that serves individual and family clients. The firm offers discretionary portfolio management and financial planning, and it also acts as a capital allocator by selecting other advisers when appropriate. Fee arrangements combine percentage-of-AUM billing with fixed fees, reflecting a mix of ongoing asset management relationships and project-based planning engagements. The adviser does not present itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity is concentrated and centralized: the firm manages a compact book of business with fully discretionary mandates, favoring pooled public investment vehicles rather than bespoke direct-equity sleeves. The advisory mandate list emphasizes portfolio management for individuals and small businesses and selection of outside managers, indicating a practice built around outsourced or model-driven solutions rather than in-house, direct-stock trading.

Assets & Accounts

Investments & Alternatives

Location & Offices