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HARTWELL & COMPANY
HARTWELL WEALTH MANAGEMENT LLC
CRD 322723
800 PORT ST, SUITE D, ST JOSEPH, MI, 49085, United States
Phone
(269) 983-2212
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$54.8M
Discretionary AUM
$54.8M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $33.7M |
| High net worth individuals | 12 | $19.8M |
| Pension/profit sharing plans | 5 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD