Hassell Wealth Management, L.L.C.
● SEC registered since 2018CRD 297892SEC# 801-114012Houma, LA
Reg. AUM
$387.4M
Employees
9
Accounts
1,227
Location
Houma, LA
Hassell Wealth Management, L.L.C. assets under management
Hassell Wealth Management, L.L.C. is an SEC-registered investment adviser based in Houma, LA. The firm has been registered since 2018. It reports $387.4 million in regulatory assets under management and employs 9 people.
Hassell Wealth Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas Hassell Control | Managing Member | 25-50% | 2018 |
| Stephen Kelly Hassell Control | Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Hassell Wealth Management, L.L.C. manage?
Hassell Wealth Management, L.L.C. reports $387.4 million in regulatory assets under management on its Form ADV.
How many employees does Hassell Wealth Management, L.L.C. have?
Hassell Wealth Management, L.L.C. reports 9 employees.
Where is Hassell Wealth Management, L.L.C. located?
Hassell Wealth Management, L.L.C. is based in Houma, LA and has been SEC-registered since 2018.
Does Hassell Wealth Management, L.L.C. disclose fund performance?
Hassell Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Lafayette Street, Suite 200, Houma, LA 70360 |
| Phone | 985-868-9881 |
| Fax | 985-851-5219 |
| Office hours | 8:00a.m.-3:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$387.4Mregulatory AUM
Discretionary $387.4M