HASSELL WEALTH MANAGEMENT
Firm details
- Headquarters
- HOUMA, Louisiana
- CRD number
- 297892
- Registered since
- September 26, 2018
- Website
- www.hassellwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.85%
- Individuals24.09%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hassell Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC since 2018. The firm is owner-operated and focuses on serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule combines a percentage-of-AUM approach with hourly and fixed-fee engagements, and the adviser does not position itself as a capital allocator to external managers. The firm does not report an active ESG investing mandate and is not structured as a multi-state adviser. Service delivery appears oriented toward customized wealth management rather than institutional or multi-family office services.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents6%
Contacts
3 of 5STEPHEN HASSELL
Wealth AdvisorCRD 5483545
Katherine Hebert
Wealth AdvisorCRD 6111020
MaryLucy Tujague
Wealth AdvisorCRD 7327160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$298M in ETFs
76%
$226M
24%
$72.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $76.5M | 238,546 | 25.67% |
Location
HOUMA, LA
TERREBONNE
Location
HOUMA, LA
Headquartered in HOUMA, LA, in the South of the United States.
- Region
- South
- County
- TERREBONNE
- Address
- 300 Lafayette St
- Time zone
- CT (UTC-6)
- Office locations
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