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ASEMPA WEALTH ADVISORS
8440 Jefferson Hwy
Suite 401
Baton Rouge, Louisiana 70809
Tel: (225) 529-9329
About ASEMPA WEALTH ADVISORS
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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