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HWM WEALTH MANAGEMENT LLC

Advisory

ATLANTA, GA

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

Average account

$669K

across 28 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

JOEL SMITH & ASSOCIATES, LLC

$19M

STERLING INVESTMENT MANAGEMENT INC.

$19M

TRIUMPH WEALTH ADVISORS, INC.

$18M

HENSSLER ASSET MANAGEMENT LLC

$18M

MAIN STREET FINANCIAL GROUP LLC

$18M

BROWN CAPITAL ADVISORS, LLC

$19M

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