RIA · CRD 338954SEC-Registered

Updated:

Hazlett Wealth Management

HAZLETT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in KETCHUM, ID, registered since 2025. It has 1 employee and 1 investment adviser.

Hazlett Wealth Management

HAZLETT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in KETCHUM, ID, registered since 2025. It has 1 employee and 1 investment adviser. The firm is based in KETCHUM, ID.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Ketchum

Corporate office

Cincinnati, OH, United States

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Who leads Hazlett Wealth Management?

The firm does not publicly name its CEO, CIO, or managing principal. No leadership team is listed on its website or on any third-party database reviewed.

What is Hazlett Wealth Management's investment strategy?

As an RIA, Hazlett likely provides diversified portfolios across equities, fixed income, alternatives, and cash. Its strategy is tailored to individual client goals, with no public direct-investment program or fund structure.

Does Hazlett Wealth Management accept institutional capital?

The firm is registered as an RIA, so it may accept institutional clients, but it does not disclose any institutional AUM or separate accounts. Its primary client base appears to be individual high-net-worth families.

Where is Hazlett Wealth Management based?

The firm is headquartered in Cincinnati, Ohio, United States. No additional office locations are publicly known.

What services does Hazlett Wealth Management offer?

Services likely include investment management, retirement planning, tax optimization, and estate planning — standard for an RIA serving high-net-worth individuals. No specialized offerings such as venture capital or private equity are disclosed.

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