HESEN & HASLAM

Legal name: HESEN & HASLAM, LLC

CRD 286235File 801-110192

APPROVED

Retail clients

Custody

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$283.7M

Below cohort median (national)

Discretionary AUM

$247.0M

Non-discretionary $36.7M

Clients

269

644 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 28, 2017
Principal office: 21031 VENTURA BLVD, STE #424, WOODLAND HILLS, CA, 91364
Phone: 818-200-1107
Website: https://www.youtube.com/channel/UC2XOlKhbTszdDfFGo7j0Rww

Assets & accounts

ADV Item 5F

Total regulatory AUM: $283.7M
Discretionary AUM: $247.0M
Non-discretionary AUM: $36.7M
Discretionary accounts: 636
Non-discretionary accounts: 8
Total accounts: 644
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	65	$156.5M
Pension and profit sharing plans	8	$36.7M
Individuals (other than high net worth individuals)	196	$90.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.