WOODLAND HILLS, CACRD 286235Latest ADV March 3, 2026
Hesen & Haslam is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated March 3, 2026, reports $284M in regulatory assets under management, 5 employees, and 644 accounts.
Assets Under Management
$284M
Employees
5
Offices
--
Total Clients
269
Primary office
WOODLAND HILLS, CA
21031 VENTURA BLVD, STE #424, WOODLAND HILLS, CA, United States
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
196
2
HNWI
24.2%
65
3
Pension Plans
3.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 3, 2026
Discretionary87.1%
$247M
87% of total RAUM87.1%
Non-discretionary12.9%
$37M
13% of total RAUM12.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$284M
Total Accounts644
10Y AUM Change+$284M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.