Overview
Assets Under Management: $540 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 153
Average Client Assets: $3 million
Frequently Asked Questions
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301715), HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is headquartered in NEW ORLEANS, LA.
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC serves 153 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC manages $540 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,163
Discretionary Accounts: 1,153
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 301715
Filing ID: 1954274
Last Filing Date: 2025-03-20 10:47:00
Website: https://hubbellstrickland.com