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Hesen & Haslam, LLC

● SEC registered since 2017CRD 286235SEC# 801-110192Woodland Hills, CA
Export (members)
Reg. AUM
$283.7M
Employees
5
Accounts
644
Location
Woodland Hills, CA

Hesen & Haslam, LLC assets under management

Hesen & Haslam, LLC is a registered investment adviser overseen by the SEC based in Woodland Hills, CA. The firm has been registered since 2017. It reports $283.7 million in regulatory assets under management and employs 5 people.

Hesen & Haslam, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mitchell Hutto Hesen ControlManaging Member And Chief Compliance Officer50-75%2014
Ryan O Haslam ControlManaging Member50-75%2014

Frequently asked questions

How much does Hesen & Haslam, LLC manage?

Hesen & Haslam, LLC reports $283.7 million in regulatory assets under management on its Form ADV.

How many employees does Hesen & Haslam, LLC have?

Hesen & Haslam, LLC reports 5 employees.

Where is Hesen & Haslam, LLC located?

Hesen & Haslam, LLC is based in Woodland Hills, CA and has been SEC-registered since 2017.

Does Hesen & Haslam, LLC disclose fund performance?

Hesen & Haslam, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21031 Ventura Blvd, Ste #424, Woodland Hills, CA 91364
Phone818-200-1107
Fax866-602-5006
Office hours9-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$283.7M▲ 13%
Mar '25 — $250MApr '25 — $250MMay '25 — $250MJun '25 — $250MJul '25 — $250MAug '25 — $250MSep '25 — $250MOct '25 — $250MNov '25 — $250MDec '25 — $250MJan '26 — $250MFeb '26 — $250MMar '26 — $283.7MApr '26 — $283.7MMay '26 — $283.7MJun '26 — $283.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$283.7Mregulatory AUM
Discretionary $247MNon-discretionary $36.7M