Wealth Manager
    SEC Registered
    Manages Private Funds

    Hassell Wealth Management

    Registered investment advisor · Houma, Louisiana · CRD #297892

    Assets Under Management
    $387M
    Client Accounts
    1,227
    Employees
    9
    CRD Number
    297892
    Registration
    SEC Registered
    Custodian
    Altruist Financial Llc, Axos Savings Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hassell Wealth Management

    Hassell Wealth Management is a Registered Investment Advisory firm based in Houma, Louisiana, serving the Gulf Coast since 2006, offering a range of financial planning and investment management services. They are a fee-only, fiduciary firm committed to client interests.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hassell Wealth Management

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    Frequently Asked Questions

    What is Hassell Wealth Management's AUM?

    Hassell Wealth Management reports approximately $387M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hassell Wealth Management headquartered?

    Hassell Wealth Management is headquartered in Houma, Louisiana.

    What is Hassell Wealth Management's CRD number?

    Hassell Wealth Management's CRD number is 297892. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hassell Wealth Management manage?

    Hassell Wealth Management manages approximately 1,227 client accounts according to its latest SEC filing.

    Is Hassell Wealth Management SEC registered?

    Yes, Hassell Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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