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, individual-owned RIA that focuses on advisory work for individuals and families. The firm is registered with the SEC and first registered in 2018. Its service mix includes comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. FINTRX flags the adviser as not an active ESG investor and not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Custodians
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
Alexandra Hassell
Wealth AdvisorCRD 5654059
Katherine Hebert
Wealth AdvisorCRD 6111020
Stephen Hassell
Wealth AdvisorCRD 5483545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$302M in ETFs
82%
$249M
18%
$53.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $92.6M | 247,541 | 30.63% |
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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