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 registered investment adviser that began SEC registration in 2018 and operates as an LLC. The firm serves individual and family clients and bills primarily as a percentage of assets under management, while also offering hourly and fixed-fee engagements. Its advisory work focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 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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