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 RIA organized as an LLC that provides fee-based wealth management and financial planning. The firm is registered with the SEC (registered in 2023) and is owned by an individual principal. Its client base spans high-net-worth individuals and families as well as institutional clients. Advisory services focus on financial planning and portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Zaheer Poptani
Partner & Chief Compliance OfficerCRD 4325262
Contacts
2 of 2
Mawuena 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 96Active vs passive
$125M in ETFs
76%
$95.2M
8%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.8M | 11,414 | 7.01% |
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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