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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-2022
- Office Locations
- 2
Office Locations
About Hartwell & Company
Hartwell & Company is a ST Joseph-based RIA with 2 offices. The firm has been operating for 3 years. Managing $54.8M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 154 clients, or 51.3 clients per representative. That equates to $356.1K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAMES VERSLUIS HARTWELL
Chief Compliance Officer, Owner
- CRD
- #2843080
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Michael Angelo DeRosa Jr
--
- CRD
- #7573327
RYAN JAMES HARTWELL
Financial Advisor
- CRD
- #6819393
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,845,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,845,174 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hartwell & Company has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.