AUMdb

H2 Ols Wealth Management Solutions Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 341011 · · TOMHAMPTON.NET
☆ Save with Pro ADV data as of Oct 01, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
1

AUM over time

$0 $0
Jun 24, 2026 Oct 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Oct 01, 2026

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Thomas Earl Hampton Registered representative Chartered Financial Consultant Jul 2026 (0y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/24/2026 1.18 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

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • 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: Oct 01, 2026.

View current Form ADV (SEC/IAPD) ↗