Asempa Wealth Advisors logo

Asempa Wealth Advisors

Updated today

Client assets under management

$231,452,468

Clients

87

92% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$2,660,373

About

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.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Annuities Real estate investing

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Main office location

Asempa Wealth Advisors

8440 Jefferson Hwy, Suite 401

Baton Rouge LA 70809, United States

Number of offices

2

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Canyon B

Series 65

Baton Rouge, LA

Asempa Wealth Advisors

Options & derivatives strategies Annuities Real estate investing
user avatar

Zaheer P

Series 66

Baton Rouge, LA

Asempa Wealth Advisors

Zaheer Poptani is a financial advisor at Asempa Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Dent Wealth Advisors for 14 years. Outside of his advisory role, Poptani is the CEO of PopRose Inc, which operates WealthTeamWork, an app designed to facilitate communication and collaboration between financial advisors, their clients, and professional service providers. He also serves on the boards of ParkZen, an AI parking app, and Max Boring. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, offering customized investment policies and ongoing advice. The firm employs a combination of cyclical analysis, fundamental research, and modern portfolio theory with a long-term trading approach, managing approximately $256.5 million in discretionary assets through a small advisory team.

Options & derivatives strategies Annuities Real estate investing
user avatar

Mawuena T

CFP®, Series 66

Baton Rouge, LA

Asempa Wealth Advisors

Mawuena Takyi is a CFP® and holds a Series 66 license with 16 years of industry experience. She currently serves as an advisor at Asempa Wealth Advisors, where she has worked since 2023. Prior to that, she spent 19 years at Dent Wealth Advisors. Asempa Wealth Advisors provides portfolio management services to individual and high-net-worth clients, tailoring investment policy statements to each client’s goals and risk tolerance. The firm manages approximately $256.5 million in discretionary assets through a small advisory team and employs a long-term trading approach that integrates cyclical analysis, fundamental research, and modern portfolio theory across a broad range of investment types.

Options & derivatives strategies Annuities Real estate investing
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