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HASSELL WEALTH MANAGEMENT

HOUMA, LA · CRD 297892 · IAPD ↗ · 985-868-9881

$387.4MRegulatory AUM
6Advisory reps
9Employees
11Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — HASSELL WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — HASSELL WEALTH MANAGEMENT grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — HASSELL WEALTH MANAGEMENT shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2025 — HASSELL WEALTH MANAGEMENT reported RAUM up 36% ($255.8M -> $348.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2024 — HASSELL WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — HASSELL WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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