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| Happy Holidays!! thanks for using AUM13F!! |
| Hassell Wealth Management LLC
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|---|---|
| CRD # | 297892 |
| SEC # | 801-114012 |
| CIK # | 0001965270 |
| AUM | $348.6 M (2025-03-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 985-868-9881 |
| Address | 300 Lafayette Street Houma, LA 70360 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.3 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| Apple Inc | 0.4 | ||
| Exxon Mobil Corp | 0.2 | ||
| Capital One Financial Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 133.6 |
| (b) Individuals (high net worth individuals) | 55 | 214.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 348.6 |
| By Discretionary | ||
| Discretionary | 1,161 | 348.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,161 | 348.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.6 | |
| Total | 1,161 | 348.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965270] |
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|---|---|---|
|
Beaumont Asset Management LLC
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TX | 0.3 |
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Southbridge Advisors LLC
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GA | 0.3 |
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Tumwater Wealth Management LLC
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ID | 0.3 |
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Virginia Wealth Management Group Inc
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VA | 0.3 |
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Graystone Partners Wealth Management LLC
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AZ | 0.3 |
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Kerberos Capital Management LLC
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IL | 0.3 |
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Balance Wealth Partners LLC
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OH | 0.3 |
|
Planning Strategies Inc
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PA | 0.3 |
|
Anderson Financial Strategies LLC
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OH | 0.3 |
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Financial Arcitects Inc
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MI | 0.3 |