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| Hassell Wealth Management LLC
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|---|---|
| CRD # | 297892 |
| SEC # | 801-114012 |
| CIK # | 0001965270 |
| AUM | 387.4 M (2026-03-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 985-868-9881 |
| Address | 300 Lafayette Street Houma, LA 70360 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.4 | ||
| Global MOFY Metaverse Ltd | 1.2 | ||
| Apple Inc | 0.6 | ||
| Chevron Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 93.3 |
| (b) Individuals (high net worth individuals) | 94 | 293.8 |
| (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 | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,227 | 387.4 |
| By Discretionary | ||
| Discretionary | 1,227 | 387.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,227 | 387.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.4 | |
| Total | 1,227 | 387.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965270] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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PA | 388.1 M |
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Joseph P Lucia & Associates LLC
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Resolute Wealth Strategies LLC
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MacroView Investment Management LLC
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New Wave Wealth Advisors LLC
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