Overview
- Headquarters
- Baton Rouge, LA
- Total Firm Assets
- $246 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
Fee Disclosure
Source: FORM ADV PART 2A ASEMPA WEALTH (2026-03-31)
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Latest filing: FORM ADV PART 2B ASEMPA WEALTH (2026-05-12)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $80,000 | 0.80% |
| $50 million | $280,000 | 0.56% |
| $100 million | $530,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.86%
- Number of High-Net-Worth Clients
- 80
- Total Client Accounts
- 88
- Discretionary Accounts
- 88
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 328609
- FORM ADV PART 2B ASEMPA WEALTH (2026-05-12) · View brochure text
- FORM ADV PART 2A ASEMPA WEALTH (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗