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HMV WEALTH ADVISORS, LLC

SHREVEPORT, LA · CRD 297747 · IAPD ↗ · hmvwealth.com · 318-517-6255

$567.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — HMV WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($464.8M -> $567.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
December 2025 — HMV WEALTH ADVISORS, LLC reported RAUM up 52% ($305.2M -> $464.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
December 2025 — HMV WEALTH ADVISORS, LLC now reports custody of client assets ($11.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
October 2024 — HMV WEALTH ADVISORS, LLC reported RAUM up 159% ($117.9M -> $305.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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