CHATTANOOGA, TNCRD 150843Latest ADV March 18, 2026
Hhm Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 18, 2026, reports $1.5B in regulatory assets under management, 20 employees, 2 offices, and 3,383 accounts.
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
828
2
HNWI
28.4%
352
3
Pension Plans
2.7%
33
4
Corporations
1.4%
17
5
Charitable
0.4%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 18, 2026
Discretionary98.6%
$1.5B
99% of total RAUM98.6%
Non-discretionary1.4%
$21M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts3,383
10Y AUM Change+$1.1B (+248.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee62:1
10Y Employee Change+12 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.