# Hassell Wealth Management

Hassell Wealth Management is a Bank / Wealth / Trust based in Houma, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houma, United States
- **Region:** North America
- **Address:** Houma, LA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** hassellwealth.com
- **LinkedIn:** https://www.linkedin.com/company/hassell-wealth-management

## Regulatory record

- **CRD number:** 297892
- **SEC file number:** 801-114012
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297892

## About

Hassell Wealth Management was founded in 2006 in Houma, Louisiana, a city whose economic identity is inseparable from the Gulf of Mexico's offshore oil and gas industry. The firm functions as a registered investment adviser, delivering financial planning, retirement design, and portfolio management to a client base concentrated in Terrebonne and Lafourche parishes. Its founding coincided with the post-Katrina reconstruction era, when local wealth tied to energy services, marine transportation, and related real estate required stewardship that understood the boom-bust cadence of the Gulf Coast. The firm's investment approach reflects the needs of its regional clientele—typically high-net-worth individuals and corporate entities with concentrated exposure to energy-linked assets. The advisory model covers portfolio construction across liquid securities, retirement plans, and general financial planning. The firm does not operate commingled funds or institutional separate accounts; instead, it manages wealth on a household-by-household basis, customizing allocations to account for each family's direct ownership in local operating businesses, commercial real estate, and energy-related partnerships. As a locally rooted practice, Hassell Wealth Management maintains a lean team structure concentrated in its Houma headquarters. The firm has not publicly disclosed assets under management or headcount figures. No subsequent office openings or service expansions into other Louisiana markets have been reported. Hassell Wealth Management's structural differentiator lies in its client-concentration profile. Unlike national wealth managers operating in the same corridor—such as the wirehouses with branches in Houma—the firm is independent and not layered into a large corporate product shelf. Its posture makes it a fiduciary with no proprietary funds to distribute, a dynamic that creates regulatory simplicity but limits institutional-scale resources. The firm's independence is its key architectural feature, suited to a client roster that values relationship continuity over platform breadth.

## Questions

### Does Hassell Wealth Management commingle client assets or offer pooled investment vehicles?

Based on its public disclosures, the firm does not offer proprietary mutual funds, commingled vehicles, or institutional separate accounts. It delivers individualized portfolio management and financial planning on a household-by-household basis, which reduces conflicts arising from distributing proprietary products.

### What is Hassell Wealth Management's fiduciary status?

The firm is a registered investment adviser, which carries a federal fiduciary obligation to place client interests ahead of its own when delivering advisory services. This distinguishes its posture from broker-dealer representatives operating under a suitability standard, though the firm's smaller independent scale means it does not offer the institutional resources of large bank-affiliated advisory platforms.

## Related profiles

- [HaskoningDHV UK](https://altss.com/profile/haskoningdhv-uk-limited)
- [Hasselt University](https://altss.com/profile/hasselt-university)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/hassell-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology