Hmv Wealth Advisors, LLC
Hmv Wealth Advisors, LLC is an SEC-registered wealth manager in Shreveport, LA with $464.8M assets under management (AUM, regulatory AUM), +52% over one year. See who owns Hmv Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297747, SEC 801-127046, data through 2025-09-26.
- AUM (assets under management / regulatory AUM)
- $464.8M (2025-09-26)
- Firm type
- Wealth Manager
- Location
- Shreveport, LA
- Employees
- 4
- Clients
- 113
- CRD
- 297747
- Ownership
- HEARD MCELROY & VESTAL, LLC; WILLIAMS, RODERICK, SCOTT; PUGH, DWIGHT, LEE; DEAN, ROBERT, LEROY
How much AUM does Hmv Wealth Advisors, LLC have?
Hmv Wealth Advisors, LLC reported $464.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-26).
Who owns Hmv Wealth Advisors, LLC?
Disclosed owners and executives of Hmv Wealth Advisors, LLC include HEARD MCELROY & VESTAL, LLC, WILLIAMS, RODERICK, SCOTT, PUGH, DWIGHT, LEE, DEAN, ROBERT, LEROY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.