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HHM WEALTH ADVISORS, LLC

CHATTANOOGA, TN · CRD 150843 · IAPD ↗ · 423-826-1670

$1.47BRegulatory AUM
13Advisory reps
20Employees
1Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — HHM WEALTH ADVISORS, LLC notice-filed in MS, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — HHM WEALTH ADVISORS, LLC reported RAUM up 32% ($1.07B -> $1.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
November 2024 — HHM WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — HHM WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
July 2024 — HHM WEALTH ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — HHM WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — HHM WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($918.3M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.