HNW client percentage for Independent firms serving clients in Mississippi

Independent firms active in Mississippi 31 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-21%

High 21%-30%

Very High 30%-42%

5th 20th 40th 60th 80th 95th

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Akin Investments, L.L.C.	—	—	—	—
Duncan Wealth Management, LLC	—	—	—	—
Pers Pro	—	—	—	—
Voyage Wealth Management, LLC	—	—	—	—
FHZ Wealth Management, LLC	Low 0%	—	1	—
Cavanaugh Wealth Management LLC	Low 0%	—	5	$0
19:21 Investing	Low 0%	—	7	$120K
Paladin Wealth Management	Low 0%	—	8	$51K
Russell Wealth Management, LLC	Typical 13%	1	8	$300K
Wealth Management, LLC	High 27%	4	15	$760K
Shareks Stock Portfolios	Low 0%	—	17	$790K
Pathway Planning Inc	Low 0%	—	22	$530K
AAIM Financial	Low 0%	—	25	$82K
Delta Hedge Financial	Typical 17%	5	29	$360K
Collaborative Advice	Low 0%	—	30	—
W.A. Wimberly & Associates, Inc.	Low 0%	—	30	$1.1M
Lefleur Financial	High 25%	8	32	$720K
Stonehenge Private Client Group, LLC	Very High 39%	13	33	$1M
Reiber Wealth	Very High 40%	14	35	$600K
Eversight Wealth LLC	Very High 81%	30	37	$2.8M
Sego Wealth Management, LLC	Very High 30%	13	43	$400K
Blue Rock Capital	Typical 16%	7	45	$80K
Vector Money Management Inc	High 26%	14	54	$1.3M
Dogwood Financial Planning	Very High 33%	19	57	$0
Bergland Wealth Management, Inc.	Very High 36%	21	59	$1.5M
Red Oak Advisors LLC	Low 0%	—	61	$80K
Kessler Planning Group	Typical 17%	11	66	$730K
Dental Wealth Partners LLC	High 21%	14	68	$390K
First Security Financial Wealth Manager, Inc.	Low 0%	—	74	—
Graf Financial, L.L.C.	High 27%	20	75	$1.1M
3 Rd Street Capital Management L.L.C.	High 28%	22	78	$720K
Xponify, Inc.	Low 5%	5	93	$260K
Elevated Retirement Financial Services	Typical 14%	14	98	$650K
Lee-Way Financial Services, Inc	Very High 45%	46	103	$1.2M
Sutton Financial Group	Typical 7%	10	149	$180K

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