Hazlett Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Hazlett Wealth Management reports 60 high-net-worth individuals. Of its assets, 100.0% ($160M across 60 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 60 | $160M | 100.0% | $2.67M |
| Total | 60 | $160M | 100% | $2.67M |
- Clients
- 60
- Regulatory AUM
- $160M
- AUM share
- 100.0%
- Avg. per client
- $2.67M
Total
- Clients
- 60
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- $2.67M
- 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
- 51–100
Hazlett Wealth Management charges 1.00% a year for its Portfolio Management Fees. The fee is billed in advance, is negotiable and requires an account of at least $3,000,000.
Fee details and sources
Suzanne Hazlett owns 75% or more of Hazlett Wealth Management. The leadership team of Hazlett Wealth Management includes Chief Compliance Officer Suzanne Hazlett. It has 1 employee.
Leadership
- Suzanne HazlettManaging Member, CEO and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Hazlett Wealth Management LLC
Suzanne Hazlett
Control person · since February 2003
Besides its headquarters, Hazlett Wealth Management has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 675 Sun Valley Road, Suites J1 + J2, KetchumHQ
Contact and registration details
- Legal name
- Hazlett Wealth Management LLC
- Headquarters
- 675 Sun Valley Road, Suites J1 + J2, Ketchum, ID 83340
- Website
- hazlettwealthmanagement.com
- Phone
- 208-726-0605
- SEC file
- 801-134706
- Structure
- Idaho LLC
- Fiscal year end
- December
Hazlett Wealth Management does not have custody of client assets.
At year end, Hazlett Wealth Management’s separately managed accounts were mostly in stocks (50%) and bonds (40%).
What the accounts hold
- Stocks50%
- Bonds40%
- Investment grade corporate bonds20%
- U.S. government and agency bonds10%
- State and local bonds10%
- Cash10%
How many clients does Hazlett Wealth Management have?
Hazlett Wealth Management has 60 clients and manages $160 million for them, as of May 2026. They include 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 May 2026
What services does Hazlett Wealth Management offer?
Hazlett Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hazlett Wealth Management charge?
Hazlett Wealth Management charges 1.00% a year for its Portfolio Management Fees. The fee is billed in advance, is negotiable and requires an account of at least $3,000,000.
Source: FORM ADV PART 2A - HAZLETT WEALTH MANAGEMENT LLC, filed 29 May 2026
How many financial advisors does Hazlett Wealth Management have?
Hazlett Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hazlett Wealth Management invest in?
At the end of its last fiscal year, Hazlett Wealth Management’s separately managed accounts held 50% exchange-traded equities, 20% investment grade corporate bonds, 10% U.S. government and agency bonds, 10% state and local bonds and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hazlett Wealth Management have a minimum investment?
Yes, Hazlett Wealth Management’s minimum account size for its Portfolio Management Fees is $3M.
Source: FORM ADV PART 2A - HAZLETT WEALTH MANAGEMENT LLC, filed 29 May 2026
Who owns Hazlett Wealth Management?
Hazlett Wealth Management’s direct owner is Suzanne Hazlett (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 May 2026
How does Hazlett Wealth Management get paid?
Hazlett Wealth Management 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
Is Hazlett Wealth Management registered with the SEC?
Yes, Hazlett Wealth Management has been registered with the SEC as an investment adviser since 19 November 2025. Its CRD number is 338954 and its SEC file number is 801-134706.
Source: Form ADV Part 1A, Item 1, filed 29 May 2026; IAPD firm record
How do I contact Hazlett Wealth Management?
Hazlett Wealth Management’s main office is at 675 Sun Valley Road, Suites J1 + J2, Ketchum, ID 83340. Its phone number is 208-726-0605. Its website is hazlettwealthmanagement.com.