{
  "crd_number": 338954,
  "slug": "hazlett-wealth-management-llc-ketchum-id-338954",
  "primary_business_name": "HAZLETT WEALTH MANAGEMENT LLC",
  "legal_name": "HAZLETT WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Ketchum",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "25200",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-19",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 160000000.0,
  "raum_discretionary": 160000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 160000000.0,
      "count": 60
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "WA"
  ],
  "websites": [
    "https://hazlettwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338954",
  "city_as_filed": "KETCHUM",
  "url": "https://advisorcensus.com/firm/hazlett-wealth-management-llc-ketchum-id-338954",
  "display_name": "Hazlett Wealth Management LLC",
  "summary": "Hazlett Wealth Management LLC is an SEC-registered investment advisory firm in Ketchum, ID, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Hazlett Wealth Management LLC (CRD 338954): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Hazlett Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hazlett Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Hazlett Wealth Management LLC located?",
      "a": "Hazlett Wealth Management LLC's principal office is in Ketchum, ID, according to its Form ADV."
    },
    {
      "q": "Is Hazlett Wealth Management LLC registered with the SEC or a state?",
      "a": "Hazlett Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338954."
    },
    {
      "q": "How much does Hazlett Wealth Management LLC manage?",
      "a": "Hazlett Wealth Management LLC reports $160,000,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Hazlett Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60)."
    },
    {
      "q": "Does Hazlett Wealth Management LLC 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/338954"
    },
    {
      "q": "Does Hazlett Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 says: \"There is an account minimum of $3,000,000, which may be waived by HWMLLC in its discretion.\""
    },
    {
      "q": "What changed in Hazlett Wealth Management LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $0 to $160,000,000."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $160,000,000."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum of $3,000,000, which may be waived by HWMLLC in its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is an account minimum of $3,000,000, which may be waived by HWMLLC in its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hazlett-wealth-management-llc-ketchum-id-338954.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 160000000.0
    }
  ],
  "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/338954",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}