Justin
Hamm

Avid Wealth Partners, LLC

CRD#6934710
Investment Advisor
in San Antonio, TX

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About this Advisor

Justin Hamm is a financial advisor based in San Antonio, Texas, working with Avid Wealth Partners, LLC. Justin has previously held positions at Empower Gwfs Equities, College Pro Painters, Student, Waterway Carwash, Drake University Admissions, Gnc, Northwestern Mutual Life Insurance Co, Omni Interlocken Hotel, Joseph Morin, Northwestern Mutual Investment Services LLC, and Avid Wealth Partners LLC. Justin has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Justin is part of Avid Wealth Partners, LLC, which operates out of San Antonio, Texas. The firm has 9 employees and manages assets totaling $163.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Avid Wealth Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17806 W Interstate 10 Ste. 106
San Antonio, TX 78257

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Avid Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$163,516,057

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

639

TX Average: 2,315
Average Account Size

$255,894

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Justin Hamm Work History

2024 - Present (0 year)

Avid Wealth Partners LLC

2020 - Present (4 years)

Joseph Morin

2020 - Present (4 years)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Empower Gwfs Equities

2019 - 2019 (< 1 year)

Omni Interlocken Hotel

2018 - 2019 (1 year)

Gnc

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Co

2017 - 2017 (< 1 year)

College Pro Painters

2017 - 2017 (< 1 year)

Drake University Admissions

2017 - 2018 (1 year)

Student

2016 - 2016 (< 1 year)

Waterway Carwash

2016 - 2017 (1 year)

Student

2010 - 2016 (6 years)

Student

Disclosures

Please visit the SEC profile of Justin Hamm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avid Wealth Partners, LLC

Barret Kolle
San Antonio, TX
Daniel Reinke
San Antonio, TX
Justin Hamm
San Antonio, TX
Alicia Fuschak
San Antonio, TX
Paul Huckabay
San Antonio, TX
Eric Kala
San Antonio, TX
Russell Stehling
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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