BATON ROUGE, LACRD 328609Latest ADV March 31, 2026
Asempa Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated March 31, 2026, reports $246M in regulatory assets under management, 4 employees, 1 office, and 88 accounts.
Assets Under Management
$246M
Employees
4
Offices
1 office
Total Clients
88
Primary office
BATON ROUGE, LA
8440 JEFFERSON HWY, SUITE 401, BATON ROUGE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.9% of total clients.
Top client categories% of clientsClients
1
HNWI
90.9%
80
2
Individuals
8.0%
7
3
Pension Plans
1.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of March 31, 2026
Discretionary100.0%
$246M
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$246M
Total Accounts88
10Y AUM Change+$246M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee22:1
10Y Employee Change+2 (+100.0%)
* 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.