Data / Investment advisers / Louisiana / HMV Wealth Advisors, LLC
HMV Wealth Advisors, LLC, Shreveport, LA: $567 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
HMV Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Shreveport, Louisiana and reports $567 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 297747
- SEC file number
- 801-127046
- SEC status
- Approved, effective December 16, 2022
- Main office
- 333 Texas Street Suite 1525, Shreveport, LA 71101
- Phone
- (318) 517-6255
- Website
- hmvwealth.com
- Regulatory AUM
- $567,404,328 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $567,404,328
- Accounts
- 138
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $436.5 million |
| Corporations or other businesses | 19 | $111.9 million |
| Individuals (other than high net worth individuals) | 50 | $15.2 million |
| Charitable organizations | 2 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $567.4 million | September 9, 2026 |
| December 1, 2025 | $464.8 million | September 26, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Argent Retirement Plan Advisors, LLC | New Orleans | $683.1 million | Not listed | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | $681.2 million | Not listed | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | $617.9 million | Not listed | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | $592.3 million | Not listed | adviserinfo.sec.gov |
| Walter C. Flower & Co., Inc | New Orleans | $591.3 million | Not listed | adviserinfo.sec.gov |
| Carr's Hill Partners | New Orleans | $492.7 million | 8 | adviserinfo.sec.gov |
| Paradiem, LLC | Covington | $483.4 million | Not listed | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | $467.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- HMV Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.