BELLINGRATH WEALTH MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2025

Total AUM

$196M

Discretionary

$150M

77% of AUM

Avg account

$427K

Accounts

459

Employees

Advisory reps

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

FINTRX

Overview

Bellingrath Wealth Management, L.L.C. is an SEC-registered limited liability company that provides advisory services primarily to individual and family clients, with some institutional relationships. The firm operates a broker-dealer business alongside its advisory practice and charges fees based on a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses. Ownership is held by an individual, and the adviser is not structured as a capital allocator or a pension consultant. The firm reports being an active ESG investor, indicating that environmental, social and governance factors are considered in investment decisions. Bellingrath is not a multi-state adviser and is not newly formed, per its regulatory filing information.