Hassell Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houma, LA. Its latest Form ADV filing, dated March 11, 2026, reports $387M in regulatory assets under management, 9 employees, 2 offices, and 1,227 accounts.
Assets Under Management
$387M
Employees
9
Offices
2 offices
Total Clients
414
Primary office
HOUMA, LA
300 LAFAYETTE STREET, SUITE 200, HOUMA, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
320
2
HNWI
22.7%
94
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
OTHER<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 11, 2026
Discretionary100.0%
$387M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$387M
Total Accounts1,227
10Y AUM Change+$387M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee46:1
10Y Employee Change+2 (+28.6%)
* 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.