{
  "crd_number": 297892,
  "slug": "hassell-wealth-management-houma-la-297892",
  "primary_business_name": "HASSELL WEALTH MANAGEMENT",
  "legal_name": "HASSELL WEALTH MANAGEMENT, L.L.C.",
  "dbas": [],
  "city": "Houma",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "26380",
  "metro": {
    "cbsa_code": "26380",
    "common_name": "Houma",
    "msa_name": "Houma-Bayou Cane-Thibodaux, LA",
    "path": "/advisors/la/houma"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 387400590.0,
  "raum_discretionary": 387400590.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 188.0,
      "count": null,
      "description": "OTHER",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 93318690.0,
      "count": 320
    },
    "high_net_worth_individuals": {
      "raum": 293838565.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 243147.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MS",
    "NH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/HASSELLWEALTHMANAGEMENT",
    "https://hassellwealth.com",
    "https://linkedin.com/COMPANY/HASSELL-WEALTH-MANAGEMENT",
    "https://twitter.com/HASSELLWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297892",
  "city_as_filed": "HOUMA",
  "url": "https://advisorcensus.com/firm/hassell-wealth-management-houma-la-297892",
  "display_name": "Hassell Wealth Management",
  "summary": "Hassell Wealth Management is an SEC-registered investment advisory firm in Houma, LA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Hassell Wealth Management (CRD 297892): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Hassell Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hassell Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Hassell Wealth Management located?",
      "a": "Hassell Wealth Management's principal office is in Houma, LA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hassell Wealth Management registered with the SEC or a state?",
      "a": "Hassell Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297892."
    },
    {
      "q": "How much does Hassell Wealth Management manage?",
      "a": "Hassell Wealth Management reports $387,400,590 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Hassell Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hassell Wealth Management: Regulatory assets under management: $202,829,858 in the October 2021 data and $387,400,590 in the October 2026 data, up 91%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hassell Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (320); high net worth individuals (94)."
    },
    {
      "q": "Which custodians does Hassell Wealth Management use?",
      "a": "Hassell Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Axos Advisor Services as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hassell Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297892"
    },
    {
      "q": "What changed in Hassell Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $348,596,307 to $387,400,590 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 202829858.0,
      "total_employees": 7,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 246735025.0,
      "total_employees": 8,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 224779319.0,
      "total_employees": 8,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 255797950.0,
      "total_employees": 9,
      "filing_date": "2024-09-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 348596307.0,
      "total_employees": 8,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 387400590.0,
      "total_employees": 9,
      "filing_date": "2026-09-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6.",
        "Regulatory assets under management went from $348,596,307 to $387,400,590 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Axos Advisor Services",
      "name_as_filed": "AXOS ADVISOR SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hassell-wealth-management-houma-la-297892.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 320,
      "fewer_than_5": false,
      "raum": 93318690.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 293838565.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 243147.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 188.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297892",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}