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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HASSELL WEALTH MANAGEMENT

HASSELL WEALTH MANAGEMENT, L.L.C., CRD 297892

HOUMA, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b5eb66e-288d-8805-622a-88497b79119e

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Aug 20, 2018 to Sep 11, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $387MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $77.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,227
Individual clients: 320
High net worth clients: 94
Custody, client assets: $3.0M
SEC number: 801-114012
CRD: 297892
Filings on the tape: 27
First filed: Aug 20, 2018
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, LA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN THOMAS HASSELL	Chartered Financial Consultant	HOUMA, LA	7	40	1	no
STEPHEN KELLY HASSELL	Certified Financial Planner	HOUMA, LA	7	20	1	no
ALEXANDRA HASSELL	Certified Financial Planner	HOUMA, LA	7	13	1	no
Katherine Cuccia Hebert	Certified Financial Planner	HOUMA, LA	6	10	1	no
MaryLucy Tujague Bergeron	Certified Financial Planner	HOUMA, LA	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HASSELL, JOHN, THOMAS	MANAGING MEMBER	C	yes	06/2018	Aug 20, 2018	Dec 1, 2024
HASSELL, STEPHEN, KELLY	CHIEF COMPLIANCE OFFICER	D	yes	06/2018	Aug 20, 2018	Dec 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BATON ROUGE	La	United States	1	no
Metairie	La	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$387M	$387M	9	6	2	n/a	n/a
2024	Mar 21, 2025	$349M	$349M	8	4	2	n/a	n/a
2023	Mar 1, 2024	$256M	$256M	9	6	2	n/a	n/a
2022	Mar 22, 2023	$225M	$225M	8	5	0	n/a	n/a
2021	Feb 9, 2022	$247M	$247M	8	5	0	n/a	n/a
2020	Feb 12, 2021	$203M	$203M	7	3	0	n/a	n/a
2019	Mar 20, 2020	$181M	$181M	7	3	0	n/a	n/a
2018	Mar 26, 2019	$158M	$158M	7	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$387M	$349M	11.1%	$225M	19.9%	9	8	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	3	Dec 20, 2018	Oct 15, 2018	HOUMA, LA	Team lift out	RIA to new firm	0.0%

Relationships

Registered with (6)

← MaryLucy Tujague BergeronAdvisorregistration: current employment
Nov 19, 2024 to presentfactForm ADV
← Katherine Cuccia HebertAdvisorregistration: current employment
Jun 26, 2020 to presentfactForm ADV
← JOHN THOMAS HASSELLAdvisorregistration: current employment
Oct 15, 2018 to presentfactForm ADV
← STEPHEN KELLY HASSELLAdvisorregistration: current employment
Oct 15, 2018 to presentfactForm ADV
← ALEXANDRA HASSELLAdvisorregistration: current employment
Oct 15, 2018 to presentfactForm ADV
← Gary Joseph BirdsallAdvisorregistration: previous registration
Jun 10, 2021 to Oct 22, 2024factForm ADV

Controls (2)

← HASSELL, JOHN, THOMASOwnerMANAGING MEMBER, ownership code C, individual
Aug 20, 2018 to Dec 1, 2024factForm ADV
← HASSELL, STEPHEN, KELLYOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 20, 2018 to Dec 1, 2024factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser3 advisors, team lift out, same day
Dec 20, 2018 to Oct 15, 2018factForm ADV

Dated events

Occurred
Oct 22, 2024
Advisor changed firm
Gary Joseph Birdsall left Hassell Wealth Management for True Financial, Llc (registered 2024-10-21)
Form ADVobserved 6 days ago
Occurred
Aug 20, 2018
First Form ADV filing
Hassell Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b5eb66e-288d-8805-622a-88497b79119e
First observed: Aug 20, 2018
Last observed: Sep 11, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HASSELL WEALTH MANAGEMENT

HASSELL WEALTH MANAGEMENT, L.L.C., CRD 297892

HOUMA, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b5eb66e-288d-8805-622a-88497b79119e

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN THOMAS HASSELL

Chartered Financial Consultant

HOUMA, LA

STEPHEN KELLY HASSELL

Certified Financial Planner

HOUMA, LA

ALEXANDRA HASSELL

Certified Financial Planner

HOUMA, LA

Katherine Cuccia Hebert

Certified Financial Planner

HOUMA, LA

MaryLucy Tujague Bergeron

Certified Financial Planner

HOUMA, LA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HASSELL, JOHN, THOMAS

MANAGING MEMBER

yes

06/2018

Aug 20, 2018

Dec 1, 2024

HASSELL, STEPHEN, KELLY

CHIEF COMPLIANCE OFFICER

yes

06/2018

Aug 20, 2018

Dec 1, 2024

City

State

Country

Employees

Also broker-dealer

BATON ROUGE

United States

Metairie

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$387M

n/a

2024

Mar 21, 2025

$349M

n/a

2023

Mar 1, 2024

$256M

n/a

2022

Mar 22, 2023

$225M

n/a

2021

Feb 9, 2022

$247M

n/a

2020

Feb 12, 2021

$203M

n/a

2019

Mar 20, 2020

$181M

n/a

2018

Mar 26, 2019

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$387M

$349M

11.1%

$225M

19.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Dec 20, 2018

Oct 15, 2018

HOUMA, LA

Team lift out

RIA to new firm

0.0%