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Hassell Wealth Management, L.L.C.

● SEC registered since 2018CRD 297892SEC# 801-114012Houma, LA
Export (members)
Reg. AUM
$348.6M
Employees
8
Accounts
1,161
Location
Houma, LA

Hassell Wealth Management, L.L.C. assets under management

Hassell Wealth Management, L.L.C. is an SEC-registered investment adviser based in Houma, LA. The firm has been registered since 2018. It reports $348.6 million in regulatory assets under management and employs 8 people.
twitter.com/hassellwealthView on SEC.gov ↗

Hassell Wealth Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
John Thomas Hassell ControlManaging Member25-50%2018
Stephen Kelly Hassell ControlChief Compliance Officer50-75%2018

Frequently asked questions

How much does Hassell Wealth Management, L.L.C. manage?

Hassell Wealth Management, L.L.C. reports $348.6 million in regulatory assets under management on its Form ADV.

How many employees does Hassell Wealth Management, L.L.C. have?

Hassell Wealth Management, L.L.C. reports 8 employees.

Where is Hassell Wealth Management, L.L.C. located?

Hassell Wealth Management, L.L.C. is based in Houma, LA and has been SEC-registered since 2018.

Does Hassell Wealth Management, L.L.C. disclose fund performance?

Hassell Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Lafayette Street, Suite 200, Houma, LA 70360
Phone985-868-9881
Fax985-851-5219
Office hours8:00a.m.-3:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$348.6M
Non-discretionary$0
Total (RAUM)$348.6M