A complete list of active advisors currently associated with Hazlett Wealth Management LLC

Warmer can help you find a great advisor at Hazlett Wealth Management LLC or one who fits your needs even better.

The firm provides financial planning and ongoing portfolio management primarily for high‑net‑worth individuals, maintaining roughly $160 million in discretionary assets across about 60 client relationships. It builds an Investment Policy Statement for each client, generally requires a $3,000,000 account minimum (waivable), and seeks discretionary trading authority to implement client plans. Advisory services are tailored through an initial interview and may use model allocations alongside individualized recommendations; the firm uses a wide range of strategies and instruments (including long‑ and short‑term trading, options, margin, short sales, ETFs, private placements, venture capital funds, TIPS and annuities). Accounts are reviewed at least quarterly, clients receive monthly custodian reports and separate quarterly statements, and the firm documents risk tolerances and investment objectives in each client’s IPS. Compared with many solo independent advisers, the firm’s principal also operates as a licensed insurance agent and supervised persons may receive commissions for insurance sales; the brochure discloses this conflict, states it will be documented and disclosed to clients, and notes clients are not required to buy recommended insurance products. The firm also requires clients to use a specific broker‑dealer/custodian (Raymond James) and does not aggregate block trades for multiple client accounts, practices that can affect trade execution and the allocation of limited investment opportunities.

To learn more about the advisors currently working at Hazlett Wealth Management LLC, 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
Suzanne Hazlett	Ketchum, ID	29

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