A complete list of active advisors currently associated with Asempa Wealth Advisors
Warmer can help you find a great advisor at Asempa Wealth Advisors or one who fits your needs even better.
Asempa provides ongoing portfolio management and investment advisory services to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and offering both discretionary and non-discretionary management. The firm also supports management of “held-away” employer-sponsored and retirement accounts via a third‑party connectivity platform to review and, when appropriate, rebalance those accounts to target allocations. Its investment process combines long-term trading with cyclical and fundamental analysis and the use of modern portfolio theory to align allocations with documented risk tolerances and time horizons. Asempa states a fiduciary duty to seek fair and equitable allocation of investment opportunities across client accounts and documents risk tolerance and trading authority in each client’s IPS. Noteworthy features for a small advisory team include a relatively large discretionary asset base and client roster for a three-advisor firm that was formed recently, indicating a high average account size. The firm requires clients to custody assets at a specific broker-dealer (Fidelity Brokerage Services LLC), does not aggregate block trades for multiple client accounts, and discloses that it may engage in options and margin trading (with client permission) and manages held‑away accounts via a third‑party platform — all distinctions that may affect execution, liquidity, and operational interaction compared with many peers.
To learn more about the advisors currently working at Asempa Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 0
| |
Baton Rouge, LA
| 21
| |
Baton Rouge, LA
| 16
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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