RIA
    SEC Registered

    Hmv Wealth Advisors, LLC

    Registered investment advisor · Shreveport, Louisiana · CRD #297747

    Assets Under Management
    $465M
    Client Accounts
    113
    Employees
    4
    CRD Number
    297747
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hmv Wealth Advisors, LLC

    HMV Wealth Advisors, LLC offers independent and objective investment advice under a fiduciary standard, focusing on controlled factors like expenses and taxes. Affiliated with Focus Partners Advisor Solutions, it provides access to institutional funds and research. The firm aims to help clients reach their financial goals through tailored tax planning.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hmv Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Hmv Wealth Advisors, LLC's AUM?

    Hmv Wealth Advisors, LLC reports approximately $465M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hmv Wealth Advisors, LLC headquartered?

    Hmv Wealth Advisors, LLC is headquartered in Shreveport, Louisiana.

    What is Hmv Wealth Advisors, LLC's CRD number?

    Hmv Wealth Advisors, LLC's CRD number is 297747. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hmv Wealth Advisors, LLC manage?

    Hmv Wealth Advisors, LLC manages approximately 113 client accounts according to its latest SEC filing.

    Is Hmv Wealth Advisors, LLC SEC registered?

    Yes, Hmv Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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