8440 Jefferson Hwy
Suite 401
Baton Rouge, Louisiana 70809
Tel: (225) 529-9329
ASEMPA WEALTH ADVISORS, formally registered with the SEC as ASEMPA WEALTH ADVISORS. The firm was established in 11/09/2023. They have over 2 offices throughout the country.
ASEMPA WEALTH ADVISORS is a Baton Rouge, Louisiana based Financial Planning firm with nearly $176,029,115 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 328609 |
SEC# | 801-129040 |
Assets Managed by Firm | $176,029,115 |
No. of Clients | 300 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 300 | $176,029,115 |
Individuals (other than high net worth individuals) | 1 | $3,381 |
High net worth individuals | 62 | $158,742,304 |
Pension and profit sharing plans | 2 | $17,283,430 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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