RIA Intel›Advisers›Tennessee›HHM WEALTH ADVISORS, LLC

HHM WEALTH ADVISORS, LLC

Advisory

N·CHATTANOOGA, TN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+31.8%

3-Year CAGR

+17.9%

Employees

13

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.5B

Non-Discretionary AUM$21M

Discretionary %98.6%

Total Clients1,177

Team

Total Employees13

Investment Advisers20

Employee Growth (1Y)+8.3%

Filing History

Total Filings on Record49

First FilingJul 10, 2009

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HHM WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.