Hummel Wealth Management, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coblentz Distributing 401(k) Plan Coblentz Distributing, Inc. | 2024 | |
| Walnut Creek Planing, Ltd. 401(k) Plan Walnut Creek Planing, Ltd. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Karl David Schlabach | Chief Executive Officer | CFP | Apr 2007 (19y) | Less than 5% |
| Joshua Michael Hartzler | Chief Compliance Officer | CFP | Oct 2013 (13y) | Less than 5% |
| David B Schlabach | Registered representative | Apr 2007 (19y) | ||
| Andrew Dennis Badertscher | Registered representative | CFP | Aug 2007 (19y) | |
| Henry Jason Reifsnyder | Registered representative | CFP | Apr 2009 (17y) | |
| Trevor Linn Hostetler | Registered representative | CFP | Oct 2013 (13y) | |
| Andrew Stephen Miller | Registered representative | CFP | Oct 2013 (13y) | |
| Peyton Joseph Gentry | Registered representative | Sep 2021 (5y) | ||
| Logan Scott Mast | Registered representative | Aug 2024 (2y) | ||
| Jordan Leigh Marecek | Registered representative | Dec 2024 (2y) | ||
| Alexis Dawn Glessner | Registered representative | Jan 2025 (2y) | ||
| Nicholas Scott Sparr | Registered representative | Feb 2026 (0y) | ||
| Steven Thomas Smith | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hummel Financial Advisors Ltd. | Owner | Jan 2015 | A | 75% or more |
| Hummel Group, Inc. | Owner | Jan 2015 | B | 75% or more of Hummel Financial Advisors, Ltd. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coblentz Distributing 401(k) Plan | Coblentz Distributing, Inc. | 387 | $12.9M | 01/01/2024 |
| Walnut Creek Planing, Ltd. 401(k) Plan | Walnut Creek Planing, Ltd. | 137 | $6.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗