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| Keyboard |
| Hubbell Strickland Wealth Management LLC
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|---|---|
| CRD # | 301715 |
| SEC # | 801-115250 |
| CIK # | 0001791555 |
| AUM | 617.9 M (2026-03-19) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 504-832-3921 |
| Address | 1100 Poydras Street New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 8.9 | ||
| Microsoft Corp | 4.3 | ||
| Chevron Corp | 2.1 | ||
| McDonalds Corp | 1.8 | ||
| Apple Inc | 1.5 | ||
| Johnson & Johnson | 1.4 | ||
| Nvidia Corp | 1.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 111.3 |
| (b) Individuals (high net worth individuals) | 158 | 445.4 |
| (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 | 46 | 56.9 |
| (h) Charitable organizations | 2 | 1.7 |
| (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 | 13 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 617.9 |
| By Discretionary | ||
| Discretionary | 1,227 | 573.7 |
| Non-Discretionary | 9 | 44.2 |
| Total | 1,236 | 617.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.9 | |
| Total | 1,236 | 617.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001791555] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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