HAZLETT WEALTH MANAGEMENT LLC

Overview

Hazlett Wealth Management LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm provides fee-based wealth management and financial planning primarily to individuals and families, with an emphasis on portfolio management for individuals and small businesses. Insurance brokerage is an explicit part of the business model, and the firm charges advisory fees calculated as a percentage of assets under management. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices