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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2023
- Office Locations
- 1
Office Locations
About Asempa Wealth Advisors
Asempa Wealth Advisors is a Baton Rouge-based fee-only, fiduciary wealth management firm providing investment management, comprehensive financial planning, and ongoing financial guidance. The team brings 45+ years of combined planning experience and works with families, corporate executives, and small business owners on goal-based portfolios and complex decisions like business transitions and equity compensation. Client portal via Orion; custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MAWUENA KWAME TAKYI
Founder, Managing Partner
- CRD
- #4700362
- Ownership
- 75% or more
ZAHEER POPTANI
Chief Compliance Officer
- CRD
- #4325262
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Canyon Scott Burton-Murphy
--
- CRD
- #8215752
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,043,951 | $2,795,954 |
| Non-Discretionary | $0 | -- |
| Total | $246,043,951 | $2,795,954 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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