Hummel Wealth Management, LLC (Berlin)

Name: Hummel Wealth Management, LLC
Address: 4585 State Route 39, Berlin, OH, 44610
Telephone: 330-893-2600

Hummel Wealth Management, LLC is an adviser based in Berlin. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Ohio.

Hummel Wealth Management provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hummel Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hummel Wealth Management, LLC

Hummel Financial Advisors Ltd. joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Karl David Schlabach	Chief executive officer	1 Apr 2007	Other	3050103
Inc. Hummel Group	Owner	1 Apr 2007	75% - 100%	34-1096613
Hummel Financial Advisors Ltd.	Owner	1 Apr 2007	75% - 100%	34-1096613
Joshua Michael Hartzler	Chief compliance officer	1 Oct 2014	Other	5571827
Hummel Financial Advisors Ltd.	Owner	1 Jan 2015	75% - 100%	34-1096613

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Hummel Group	Owner	1 Jan 2015	75% - 100%	34-1096613

Based in Berlin

The principal office where Hummel Wealth Management, LLC performs its advisory services is located at 4585 State Route 39, Berlin, OH 44610 The mailing address of the firm is P.O. Box 250, Berlin, OH 44610. An additional office of the firm is in Coshocton, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-893-2600 or by fax 330-893-3339. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at hummelgrp.com.