Hemington Wealth Management

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Hemington Wealth Management - overview

Established

2013

Location

Falls Church, VA, US

Primary Industry

Financial Services

About

Hemington Wealth Management, based in the US, specializes in providing tailored wealth management services, focusing on high-net-worth individuals and families, particularly Breadwinner Women, to address their unique financial challenges. Founded in 2013, Hemington Wealth Management operates in Falls Church, Virginia, where it provides comprehensive wealth management services. In November 2025, Beacon Pointe Advisors, LLC, a portfolio company of KKR, acquired Hemington Wealth Management. Hemington Wealth Management primarily offers comprehensive wealth management services tailored for high-net-worth individuals and families.


Their core offerings include portfolio management that employs Nobel Prize-winning scientific principles, ensuring that investment strategies are grounded in rigorous research and best practices. The company is dedicated to addressing the unique financial needs of clients, particularly focusing on Breadwinner Women, who often face distinct challenges in wealth accumulation and management. By adhering to a fee-only model and fiduciary standard, Hemington places client interests at the forefront, allowing for a highly personalized and ethical approach to wealth management. Their geographical reach includes not only Falls Church, VA, but also extends to major urban markets such as Chicago, IL, providing services to clients across diverse financial landscapes.


Hemington Wealth Management's revenue structure is primarily derived from the management fees associated with their portfolio management services. Clients engage with Hemington under a fee-only agreement, where fees are calculated as a percentage of assets under management. This structure ensures that the firm is incentivized to prioritize the financial success of its clients, creating a direct correlation between the firm’s performance and client satisfaction. Transactions involve direct relationships between the firm and clients, typically in a B2C (business-to-consumer) format, wherein clients receive tailored financial advice and investment management.


Hemington's commitment to transparency in fee structures fosters trust and loyalty among its high-net-worth clientele, contributing to its reputation in the wealth management sector. In November 2025, Hemington Wealth Management was acquired by Beacon Pointe Advisors, LLC, which aims to leverage this acquisition to enhance its wealth management presence and increase client assets. Future initiatives include the launch of new products tailored to client needs, although specific release dates have not been disclosed. The firm also plans to expand its service offerings to additional geographic markets, particularly targeting areas where there is an increasing demand for wealth management services.


Current Investors

Beacon Pointe Advisors, LLC

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Hemington Wealth Management - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedHemington Wealth Management-

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