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HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

CRD 301715File 801-115250
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$617.9M
Above cohort median (national)
Discretionary AUM
$573.7M
Non-discretionary $44.2M
Clients
505
1,236 accounts
Employees
3
Above cohort median in LA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
May 10, 2019
Principal office
1100 POYDRAS STREET, SUITE 2010, NEW ORLEANS, LA, 70163
Phone
504-832-3921

Assets & accounts

ADV Item 5F
Total regulatory AUM
$617.9M
Discretionary AUM
$573.7M
Non-discretionary AUM
$44.2M
Discretionary accounts
1,227
Non-discretionary accounts
9
Total accounts
1,236
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other13$2.5M
Charitable organizationsFewer than 5$1.7M
High net worth individuals158$445.4M
Pension and profit sharing plans46$56.9M
Individuals (other than high net worth individuals)286$111.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.