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- Custodian
- Altruist · Axos · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
About Hassell Wealth Management
Hassell Wealth Management is a fiduciary RIA in Houma, Louisiana serving the Gulf Coast since 2006. The team provides financial planning and ongoing investment management for pre-retirees/retirees, business owners, and mid-career professionals, coordinating with a vetted network of specialists. Portfolios emphasize diversified ETFs and public funds, including Dimensional Fund Advisors solutions.
Reported data analysis
What the numbers show
Between December 1, 2025 and September 11, 2026, reported AUM increased 11.1%, from $348.6M to $387.4M.
Across 5 reported observations, AUM increased 57.0% between February 9, 2022 and September 11, 2026, from $246.7M to $387.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 425 clients, or 70.8 clients per representative. That equates to $911.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on October 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
STEPHEN KELLY HASSELL
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5483545
- Ownership
- 75% or more
JOHN THOMAS HASSELL
Manager, Managing Member
- CRD
- #1201471
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MaryLucy Tujague Bergeron
Wealth Advisor
- CRD
- #7327160
ALEXANDRA HASSELL
Wealth Advisor
- CRD
- #5654059
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,400,590 | $315,730 |
| Non-Discretionary | $0 | -- |
| Total | $387,400,590 | $315,730 |
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Separately Managed Accounts
SMA allocation detail is available
Hassell Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hassell Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.