Asempa provides financial planning, portfolio management for individuals and small businesses, and insurance. Financial planning was provided to 26–50 clients last fiscal year.
Asempa reports 88 clients. They include 80 high-net-worth individuals, 7 individual clients and 1 pension or profit-sharing plan. Of its assets, 100.0% ($246M across 88 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 8% | <1% |
| High-net-worth individuals | 91% | 94% |
| Pension and profit-sharing plans | 1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7 | $508K | 0.2% | $72.6K |
| High-net-worth individuals | 80 | $231M | 93.9% | $2.89M |
| Pension and profit-sharing plans | Fewer than 5 | $14.6M | 5.9% | $14.6M |
| Total | 88 | $246M | 100% | — |
- Clients
- 7
- Regulatory AUM
- $508K
- AUM share
- 0.2%
- Avg. per client
- $72.6K
- Clients
- 80
- Regulatory AUM
- $231M
- AUM share
- 93.9%
- Avg. per client
- $2.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.6M
- AUM share
- 5.9%
- Avg. per client
- $14.6M
Total
- Clients
- 88
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Asempa charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Mawuena Takyi owns 75% or more of Asempa. The leadership team of Asempa includes Chief Compliance Officer Zaheer Poptani. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Asempa, LLC
Mawuena Takyi
Control person · since September 2023
Asempa’s regulatory assets grew from $167M (July 2024) to $246M (May 2026); clients rose from 65 to 88 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $246M | 88 | 4 | 2 |
| Jul 2025July 2025 | $203M | 70 | 4 | 2 |
| Jul 2024July 2024 | $167M | 65 | 3 | 2 |
Besides its headquarters, Asempa has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Louisiana · 1 listed address
- 8440 Jefferson Hwy, Suite 401, Baton RougeHQ
Contact and registration details
- Legal name
- Asempa, LLC
- Headquarters
- 8440 Jefferson Hwy, Suite 401, Baton Rouge, LA 70809
- Website
- asempawealth.com
- Phone
- 225-529-9329
- @asempa-wealth-advisors
- SEC file
- 801-129040
- Founded
- 2023
- Structure
- Louisiana LLC
- Fiscal year end
- December
Asempa’s named custodian for separately managed accounts is Fidelity ($238M). Asempa does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $238M100%
At year end, Asempa’s separately managed accounts were mostly in funds (80%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $134M across 119 positions; the largest are iShares TR (6.4%), iShares TR (4.2%) and iShares TR (4.1%).
What the accounts hold
- Stocks10%
- Funds80%
- Bonds3%
- Cash7%
How many clients does Asempa have?
Asempa has 88 clients and manages $246 million for them, as of May 2026. They include 80 high-net-worth individuals, 7 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Asempa offer?
Asempa provides financial planning, portfolio management for individuals and small businesses, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Asempa charge?
Asempa charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Asempa use?
Asempa’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Asempa have?
Asempa has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Asempa invest in?
At the end of its last fiscal year, Asempa’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 7% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Asempa?
Asempa’s direct owner is Mawuena Takyi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Asempa get paid?
Asempa is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Asempa?
Asempa’s main office is at 8440 Jefferson Hwy, Suite 401, Baton Rouge, LA 70809. Its phone number is 225-529-9329. Its website is asempawealth.com.
