$387.4M Total AUM
$387.4M Disc. AUM
20.5% 3Y CAGR
9 Employees
425 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Axos · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- InsightRadial +more
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
300 Lafayette Street Suite 200 Houma LA
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.
Team overview
38 AVG AGE
$64.6M AVG AUM / ADVISOR
$911.5K AVG AUM / CLIENT
6.1 yrs AVG TENURE
9 Employees
6 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Request access to benchmark trends tied to value.
See the complete signal summary connected to atlas.
Request access to benchmark trends tied to focus.
Premium access reveals conviction themes in legacy signal.
See the complete signal summary connected to pioneer vertex.
Premium access reveals conviction themes in focus ember momentum.
See the complete signal summary connected to catalyst.
See the complete signal summary connected to north.
Asset Classes
Eagle timber Vector wave Oak vertex Oak Delta peak Oak crest
Client Personas
Delta Timber
Custodian
Quantum wave Peak Zenith matrix Focus focus Pioneer element Atlas Zenith vital Unison Delta Momentum vital Wave Insight alpha
Fund Managers
Vertex wave Beacon
Investment Themes
Catalyst Matrix quantum Pathway pathway
Investment Vehicles
Quantum foundation
Platform
Vertex foundation Harbor horizon Radial delta
Services
Oak unison Radial Optima atlas Insight unison Focus Peak north Unison Horizon timber Eagle matrix Crest foundation Focus bridge
Technology
Atlas Glacier Catalyst ridge Unison bridge Horizon Wave pioneer
Owner & Executives
STEPHEN KELLY HASSELL
Chief Compliance Officer, Wealth Advisor
- CRD
- #5483545
- Ownership
- 50% but less than 75%
(257) 942-5228
horizon.north@valuecapital.com
in linkedin.com/in/fusion-ember
J
JOHN THOMAS HASSELL
Manager, Managing Member
- CRD
- #1201471
- Ownership
- 25% but less than 50%
(871) 252-8491
value.north@primecapital.com
in linkedin.com/in/signal-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
M
MaryLucy Tujague Bergeron
--
- CRD
- #7327160
(659) 886-1554
unison.atlas@alphacapital.com
in linkedin.com/in/timber-vector
ALEXANDRA HASSELL
Wealth Advisor
- CRD
- #5654059
(407) 651-2539
value.signal@wavecapital.com
in linkedin.com/in/value-harbor
F
Frontier beacon
Horizon oak
- CRD
- #85838
(816) 883-4200
signal.value@alphacapital.com
in linkedin.com/in/value-wave
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,400,590 | $315,730 |
| Non-Discretionary | $0 | -- |
| Total | $387,400,590 | $315,730 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $387,400,590
Equity - Exchange:
32.4% Public Funds:
50.0% Cash:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,794,111 | 32.4% |
| Public Funds | $229,620,542 | 50.0% |
| Cash | $80,826,431 | 17.6% |
| Total | $459,241,084 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK EAGLE | OAK FOUNDATION | QAHQFFE4L | ASNZI | 8.43% | $117,407,623 |
| VECTOR BRIDGE | PATHWAY VITAL | KUI8TUXZY | XFPA | 7.44% | $24,279,693 |
| FRONTIER MOMENTUM HARBOR | CATALYST ELEMENT | HT2TM5F7Q | ZPUS | 10.23% | $51,627,592 |
| SUMMIT NORTH | BRIDGE FOUNDATION | Q9GFMMWFP | NVAM | 8.31% | $8,896,351 |
| ELEMENT CREST | PATHWAY VERTEX | L687VJPPB | ORU | 4.27% | $7,591,853 |
| QUANTUM CREST ATLAS | ALPHA NORTH | X23P8FP54 | ZBPZ | 7.80% | $15,376,440 |
| FOUNDATION DELTA | PEAK FUSION | LLJ3TJ52B | QDVUU | 10.84% | $36,309,796 |
| BRIDGE ELEMENT PRIME | EMBER TIMBER | W8431TVK9 | ROLPG | 5.58% | $59,268,668 |