Investment adviser · CRD 297892
HASSELL WEALTH MANAGEMENT
Investment adviser filing (IA)
HASSELL WEALTH MANAGEMENT, L.L.C.
HOUMA, LA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $387M Form ADV · Item 5.F
- Client accounts
- 1,227 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $293,838,565 | 75.8% |
| Individuals | 320 | $93,318,690 | 24.1% |
| Corporations & businesses | Fewer than 5 | $243,147 | 0.1% |
| Other clients | Fewer than 5 | $188 | 0.0% |
Filing source
Form ADV 2127139 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 LAFAYETTE STREET, SUITE 200HOUMA, LA, 70360, United States
CRD 297892
Filing source
Form ADV 2127139 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.