ASEMPA WEALTH ADVISORS
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 328609
- Registered since
- November 9, 2023
- Website
- asempawealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.86%
- Pension & Profit Sharing Plans5.93%
- Individuals0.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asempa Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional relationships, charging clients on a percentage-of-assets basis. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not list pension consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Owners & executives
1 of 1ZAHEER POPTANI
Partner & Chief Compliance OfficerCRD 4325262
Contacts
2 of 2MAWUENA TAKYI
Founder & Managing PartnerCRD 4700362
Canyon Burton-Murphy
Financial Planning AssociateCRD 8215752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$110M in ETFs
81%
$89M
8%
$20.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $7.4M | 11,284 | 6.76% |
Location
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 8440 Jefferson Hwy
- Time zone
- CT (UTC-6)
- Office locations
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