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 a single-owner limited liability company that operates as an independent registered investment adviser. The firm entered SEC registration in 2018 and focuses on individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged on a combination of assets-under-management, hourly work, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not documented as a multistate adviser.
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 5
Stephen 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
$326M in ETFs
75%
$245M
25%
$80.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $89.8M | 243,871 | 27.57% |
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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