Firm profile

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

NEW ORLEANS, LACRD 301715Latest ADV March 19, 2026

Hubbell Strickland Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 19, 2026, reports $618M in regulatory assets under management, 3 employees, and 1,236 accounts.

Assets Under Management
$618M
Employees
3
Offices
--
Total Clients
505
Primary office
NEW ORLEANS, LA
1100 POYDRAS STREET, SUITE 2010, NEW ORLEANS, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarson W. Strickland

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
286
2
HNWI
31.3%
158
3
Pension Plans
9.1%
46
4
Corporations
2.6%
13
5
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$618Mas of March 19, 2026
Discretionary92.8%
$574M
93% of total RAUM92.8%
Non-discretionary7.2%
$44M
7% of total RAUM7.2%
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$618M
Total Accounts1,236
10Y AUM Change+$618M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee168:1
10Y Employee Change+2 (+200.0%)

* 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.