{"url":"https://nivawealth.com/firms/hazlett-wealth-management-338954","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338954","regulatoryAum":160000000,"crd":"338954","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2892419","suffix":null,"lastName":"HAZLETT","firstName":"SUZANNE","middleName":"MARIE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134706","legalName":"Hazlett Wealth Management LLC","displayName":"Hazlett Wealth Management","slug":"hazlett-wealth-management-338954","website":"https://hazlettwealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Idaho limited liability company","fiscalYearEnd":"December","headquarters":{"street":"675 Sun Valley Road, Suites J1 + J2","city":"Ketchum","state":"ID","stateName":"Idaho","country":"United States","postalCode":"83340"},"tradeNames":[],"registration":{"secApproved":"19 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2666666.6666666665,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":160000000,"discretionary":160000000,"discretionaryAccounts":60,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":60,"regulatoryAum":160000000}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046717","versionId":1046717,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-29","documentName":"FORM ADV PART 2A - HAZLETT WEALTH MANAGEMENT LLC","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":3000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:11:08.705249+00:00","documents":[{"name":"FORM ADV PART 2A - HAZLETT WEALTH MANAGEMENT LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046717","versionId":1046717,"submittedOn":"2026-05-29"}]},"custodians":[],"custodyNote":"Hazlett Wealth Management does not have custody of client assets.","leadership":[{"name":"Suzanne Hazlett","title":"Managing Member, CEO and Chief Compliance Officer","crd":"2892419"}],"ownership":[{"label":"Suzanne Hazlett","detail":"Managing member, ceo and chief compliance officer in the 75% or more ownership band and a control person, since February 2003."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Idaho","offices":1,"addresses":[{"street":"675 Sun Valley Road, Suites J1 + J2","city":"Ketchum","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"208-726-0605","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. government/agency bonds","percent":10},{"label":"U.S. state and local bonds","percent":10},{"label":"Investment grade corporate bonds","percent":20},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"29 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338954/PDF/338954.pdf","brochureDate":"29 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046717","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hazlett Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hazlett Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hazlett Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Hazlett Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hazlett Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Hazlett Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Hazlett Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hazlett Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hazlett Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hazlett Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}