Hassell Wealth Management, LLC
Hassell Wealth Management, LLC is a registered investment advisory (RIA) firm headquartered in Houma, Louisiana. Founded in 2006, the firm provides comprehensive financial planning and investment management services primarily to individuals, families, and business owners across the Gulf Coast region. Hassell Wealth Management is committed to fiduciary standards, focusing on clarity, strategy, and accountability in their client relationships. The firm employs a team of advisors and support staff dedicated to helping clients achieve financial goals and simplify their financial lives.
Investment Strategy
Hassell Wealth Management employs a diversified and client-centric investment strategy with fiduciary obligation at its core. Their approach includes portfolio management for individuals and small businesses, pension consulting, and comprehensive financial planning. They utilize broad market ETFs such as Vanguard Total Stock Market Index (VTI) and complement with international and fixed-income exposure, aiming for balanced growth, risk management, and long-term wealth preservation tailored to each client's objectives. The firm believes in strategic asset allocation, periodic portfolio rebalancing, and close collaboration with clients to ensure investments align with personal financial goals and risk tolerance.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 27.07% | $74.1M | 237,131 | $207.31 | $303.93 | +$13.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.65% | $26.4M | 451,454 | $44.42 | $57.01 | +$4.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.91% | $24.4M | 295,361 | $79.93 | $82.92 | +$2.3M |
B BNDX | VANGUARD CHARLOTTE FDS | 8.75% | $23.9M | 486,359 | $48.65 | $49.51 | +$1.7M |
D DFSV | DIMENSIONAL ETF TRUST | 8.31% | $22.7M | 729,857 | $26.11 | $29.43 | +$5.2M |