# Hazlett Wealth Management LLC

> 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.

- CRD: 338954
- Filed as: HAZLETT WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ketchum, ID
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338954
- AdvisorCensus page: https://advisorcensus.com/firm/hazlett-wealth-management-llc-ketchum-id-338954

## Quick answers

**How is Hazlett Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hazlett Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hazlett Wealth Management LLC located?**
Hazlett Wealth Management LLC's principal office is in Ketchum, ID, according to its Form ADV.

**Is Hazlett Wealth Management LLC registered with the SEC or a state?**
Hazlett Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338954.

**How much does Hazlett Wealth Management LLC manage?**
Hazlett Wealth Management LLC reports $160,000,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**What types of clients does Hazlett Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60).

**Does Hazlett Wealth Management LLC 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/338954

**Does Hazlett Wealth Management LLC state an account minimum?**
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."

**What changed in Hazlett Wealth Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $0 to $160,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $3,000,000, which may be waived by HWMLLC in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $160,000,000
- Discretionary: $160,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $160,000,000 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hazlettwealthmanagement.com

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $0 to $160,000,000.

### February 2026
- Registered or notice-filed in WA.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hazlett Wealth Management LLC (CRD 338954): Form ADV filing data as of October 2026.