Hazlett Wealth Management LLC

Hazlett Wealth Management provides financial planning and ongoing portfolio management, preparing individualized investment policy statements and offering discretionary trading to align portfolios with client goals. Like many investment managers, the firm charges asset‑based advisory fees and generally targets high‑net‑worth individuals with a stated $1,000,000 account minimum that may be waived.

The firm’s investment approach draws on cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and it employs both long‑ and short‑term strategies. Its stated strategy set includes the use of margin, short sales, options, private placements, ETFs (including precious metals), and venture capital interests, with risk tolerances documented in each client’s IPS and at least quarterly account reviews.

A distinctive operational feature is the firm’s insurance affiliation: the principal is a licensed insurance agent and the brochure discloses that recommendations of insurance products and annuities may generate commission compensation, are limited to certain providers, and are not offered in the advisor’s fiduciary capacity. The firm also requires custody at a specified broker‑dealer, reported zero assets under management as of October 2025, and does not aggregate trades across client accounts, all of which differ from many peers and can affect execution and brokerage flexibility.