Bellingrath Wealth Management, L.L.C.
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 336024
- Registered since
- May 23, 2025
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.97%
- Pension & Profit Sharing Plans23.43%
- Individuals14.36%
- Corporations / Businesses3.94%
- Charitable Organizations0.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bellingrath Wealth Management, L.L.C. is a privately owned limited liability company that provides fee-based wealth management and brokerage services to individuals, families and select institutional clients. The firm is registered with the SEC (registered in 2025) and bills primarily as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, and it operates a broker‑dealer as part of its business activities. Bellingrath identifies itself as an active ESG investor and is owned by an individual principal.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities31%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 6065 Magazine St
- Time zone
- CT (UTC-6)
- Office locations
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