CRD: 338954
Hazlett Wealth Management LLC
$160.0M Total AUM
$160.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
675 SUN Valley Road Suites J1 + J2 Ketchum ID
About Hazlett Wealth Management LLC
Hazlett Wealth Management LLC is a Ketchum-based RIA. The firm has been operating for 0 years. Managing $160.0M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
51 AVG AGE
$160.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Meridian momentum Fusion
Custodian
North legacy Frontier Element eagle Harbor
Investment Themes
Delta Matrix horizon Delta
Investment Vehicles
Pioneer
Services
Signal harbor Oak Value timber Focus Quantum North value Vector
Owner & Executives
SUZANNE MARIE HAZLETT
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2892419
- Ownership
- 75% or more
(704) 392-7341
matrix.vital@vitalcapital.com
in linkedin.com/in/pathway-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,000,000 | $2,666,667 |
| Non-Discretionary | $0 | -- |
| Total | $160,000,000 | $2,666,667 |
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Separately Managed Accounts
Total SMA Asset: $160,000,000
Equity - Exchange:
20.2% Corporate - Investment Grade:
38.9% Cash:
24.4% Municipal Bonds:
8.9% U.S. Government/Agency:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,214,178,120 | 20.2% |
| Corporate - Investment Grade | $2,338,194,498 | 38.9% |
| Cash | $1,466,630,996 | 24.4% |
| Municipal Bonds | $534,959,667 | 8.9% |
| U.S. Government/Agency | $456,819,491 | 7.6% |
| Total | $6,010,782,772 | 100.0% |