Hummel Wealth Management, LLC (Berlin)


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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.