HMV WEALTH ADVISORS, LLC
CRD #297747 SEC #801-127046 SHREVEPORT, LA 318-517-6255
SEC Registered
Total AUM
$464.8M
Discretionary
$464.8M
Employees
4
Clients
--
Accounts
113
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEAN, ROBERT, LEROY | I | PRESIDENT | NA | Control |
| DEAN, ROBERT, LEROY | I | PRESIDENT | NA | Control |
| DEAN, ROBERT, LEROY | I | PRESIDENT | NA | Control |
| DEAN, ROBERT, LEROY | I | PRESIDENT | NA | Control |
| PUGH, DWIGHT, LEE | I | VICE PRESIDENT | NA | Control |
| PUGH, DWIGHT, LEE | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, RODERICK, SCOTT | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, RODERICK, SCOTT | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, RODERICK, SCOTT | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, RODERICK, SCOTT | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| HEARD MCELROY & VESTAL, LLC | DE | OWNER | E | Control |
| HEARD MCELROY & VESTAL, LLC | DE | OWNER | E | Control |
| HEARD MCELROY & VESTAL, LLC | DE | OWNER | E | Control |
| HEARD MCELROY & VESTAL, LLC | DE | OWNER | E | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
333 TEXAS STREETSUITE 1525
SHREVEPORT, LA 71101
United States
Phone: 318-517-6255