HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

1100 Poydras Street
Suite 1150
New Orleans, Louisiana 70163
Tel: 504-832-3921

About HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC, formally registered with the SEC as HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC. The firm was established in 05/10/2019. They have over 1 offices throughout the country.

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $503,997,302 assets under management, offering retirement planning & investment advisory services to 1109 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301715
SEC#	801-115250
Assets Managed by Firm	$503,997,302
No. of Clients	1109
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1109	$503,997,302
Individuals (other than high net worth individuals)	261	$97,709,005
High net worth individuals	147	$360,270,222
Pension and profit sharing plans	49	$41,881,345
Charitable organizations	1	$721,974
Corporations or other businesses	15	$3,414,756

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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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