# Hassell Wealth Management

> 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.

- CRD: 297892
- Filed as: HASSELL WEALTH MANAGEMENT
- Legal name: Hassell Wealth Management, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houma, LA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297892
- AdvisorCensus page: https://advisorcensus.com/firm/hassell-wealth-management-houma-la-297892

## Quick answers

**How is Hassell Wealth Management compensated?**
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).

**Where is Hassell Wealth Management located?**
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).

**Is Hassell Wealth Management registered with the SEC or a state?**
Hassell Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297892.

**How much does Hassell Wealth Management manage?**
Hassell Wealth Management reports $387,400,590 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Hassell Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Hassell Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (320); high net worth individuals (94).

**Which custodians does Hassell Wealth Management use?**
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.

**Does Hassell Wealth Management report any disciplinary disclosures?**
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

**What changed in Hassell Wealth Management's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Axos Advisor Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $387,400,590
- Discretionary: $387,400,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 320 | $93,318,690 |
| High net worth individuals | 94 | $293,838,565 |
| Corporations or other businesses not listed above | Fewer than 5 | $243,147 |
| Other | Fewer than 5 | $188 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Baton Rouge, LA
- Metairie, LA

### Websites listed on Form ADV (Item 1.I)
- hassellwealth.com
- Facebook @HASSELLWEALTHMANAGEMENT
- LinkedIn @HASSELL-WEALTH-MANAGEMENT
- X @HASSELLWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $202,829,858 | 7 | July 29, 2021 |
| October 2022 | $246,735,025 | 8 | February 9, 2022 |
| October 2023 | $224,779,319 | 8 | March 22, 2023 |
| October 2024 | $255,797,950 | 9 | September 17, 2024 |
| October 2025 | $348,596,307 | 8 | March 21, 2025 |
| October 2026 | $387,400,590 | 9 | September 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $348,596,307 to $387,400,590 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hassell Wealth Management (CRD 297892): Form ADV filing data as of October 2026.