Hassell Wealth Management, L.L.C.
- Regulatory AUM
- $387M
- Discretionary
- $387M
- Clients
- 414
- Avg AUM / client
- $936K
- Accounts
- 1,227
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $93.3M | 24.1% |
| High net worth individuals | 94 | $294M | 75.8% |
| Corporations and other businesses | Fewer than 5 clients | $243K | 0.06% |
| Other | Fewer than 5 clients | $188 | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Supreme Service & Specialty Co., Inc. Profit Sharing Plan Supreme Service & Specialty Co., Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Thomas Hassell | Managing Member | Chartered Financial Consultant | Jun 2018 (8y) | 25% – 50% |
| Stephen Kelly Hassell | Chief Compliance Officer | CFP | Jun 2018 (8y) | 50% – 75% |
| Alexandra Hassell | Registered representative | CFP | Oct 2018 (8y) | |
| Katherine Cuccia Hebert | Registered representative | CFP | Jun 2020 (6y) | |
| Mary Lucy Tujague Bergeron | Registered representative | CFP | Nov 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Supreme Service & Specialty Co., Inc. Profit Sharing Plan | Supreme Service & Specialty Co., Inc. | 563 | $42.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 934 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $391M (101% of AUM) Mar 2026
- Altruist Financial $391M (101% of AUM) Mar 2026
- E*TRADE (Morgan Stanley) $196M (97% of AUM) Jul 2021
- Axos Clearing $717K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗