Tanelle Budd

HEMMING& WEALTH MANAGEMENT

TRAVERSE CITY, MI 49686

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CRD#: 6432323

Professional summary

Tanelle Budd, who also goes by Tanelle Ward, is a registered financial advisor currently at HEMMING& WEALTH MANAGEMENT, INC. located in Traverse City, Michigan.

Tanelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tanelle has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanelle Ward

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Clerk; Cleveland Township; 955 E Harbor Hwy, Cedar MI 49621; Non-invesment related; Approximately 50 hours spent per month; Compensated

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanelle Budd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2023 - Present

HEMMING& WEALTH MANAGEMENT, INC.

Office #1: 600 E. Front Street Suite 201, Traverse City, MI 49686

RIA

CRD#: 300918

TRAVERSE CITY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEMMING& WEALTH MANAGEMENT, INC.

HEMMING & WEALTH MANAGEMENT | HEMMING& WEALTH MANAGEMENT, INC.

CRD#: 300918 / SEC#: 801-114962

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2023

Uniform Investment Adviser Law Examination

Current Firm

HEMMING& WEALTH MANAGEMENT, INC.

HEMMING & WEALTH MANAGEMENT | HEMMING& WEALTH MANAGEMENT, INC.

CRD#: 300918 / SEC#: 801-114962

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

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Contact information

Main Address

600 E. Front Street Suite 201, Traverse City, MI 49686

Mailing Address

Phone number

(231) 922-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HEMMING DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (7/16/2025)

Regulatory assets under management

Total Number of Accounts	1,525
AUM (Assets Under Management)	$ 253,122,835

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tanelle Budd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanelle Budd's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEMMING& WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

HEMMING& WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2023

Current Firm

HEMMING& WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEMMING& WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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