HEMINGTON WEALTH MANAGEMENT
HEMINGTON WEALTH MANAGEMENT, LLC Legal Name
Adviser information for HEMINGTON WEALTH MANAGEMENT last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,558 | $879.3M |
| Non-Discretionary | 54 | $15.1M |
| Total | 1,612 | $894.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 261 | $90.3M |
| HNW Individuals | 363 | $765.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $19.9M |
| Charitable organizations | 36 | $11.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $6.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHOURLY FEES FOR FINANCIAL PLANNING |
Identifiers
| SEC RIA File Number | 801-78557 |
|---|---|
| SEC ERA File Number | 801-78557 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169024 |
| Legal Entity Identifier | None |
Principal Office
7651 LEESBURG PIKEFALLS CHURCH
VA
United States
Monday - Friday, 9AM-5PM
Tel: 703-828-2479, Fax: 540-301-0866
Chief Compliance Officer
EILEEN O'CONNOR
CEO AND FOUNDER
7651 LEESBURG PIKE
FALLS CHURCH
VA
United States
Tel:
703-828-2480
Fax:
540-301-0866
E*************@**************M
(Full email address available in API data)
Regulatory Contact
BRET CALING
CHIEF OPERATING OFFICER
7651 LEESBURG PIKE
FALLS CHURCH
VA
United States
Tel:
571-206-5690
Fax:
540-301-0866
B**********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| O'CONNOR, EILEEN, MURPHY | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2022 | > 75% |
| O'CONNOR, EILEEN, MURPHY | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2013 | > 75% |
| DAWSON, JENNIFER, Lake | Individual | – | MANAGING DIRECTOR | 01/2023 | 10-25% |