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HAZLETT WEALTH MANAGEMENT LLC

KETCHUM, ID · CRD 338954 · IAPD ↗ · hazlettwealthmanagement.com · 208-726-0605

$160.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — HAZLETT WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
25
June 2026 — HAZLETT WEALTH MANAGEMENT LLC changed its website from hazlettwealth.com to hazlettwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
June 2026 — HAZLETT WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2026 — HAZLETT WEALTH MANAGEMENT LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — HAZLETT WEALTH MANAGEMENT LLC (KETCHUM, ID) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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