← Tributary

HESEN & HASLAM

WOODLAND HILLS, CA · CRD 286235 · IAPD ↗ · 818-200-1107

$283.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2025 — HESEN & HASLAM changed its website from hhretirement.com to hesen-haslam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
46
April 2025 — HESEN & HASLAM notice-filed in LA, NV, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — HESEN & HASLAM reported RAUM up 29% ($193.9M -> $250.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — HESEN & HASLAM notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.