PROGENY WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 317458
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Progeny Wealth Management LLC is a small, owner-operated independent registered investment adviser organized as a limited liability company. The firm serves individuals and families with a fee model that combines a percentage-of-AUM schedule and fixed fees, and it provides financial planning and portfolio management for individuals and small businesses. Its business setup and custodian choice point to a compact, digitally enabled practice that outsources custody and fund management rather than acting as a large institutional allocator. The adviser is not positioned as an ESG specialist, and it does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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 Funds82%
- Cash & Cash Equivalents12%
- Exchange Traded Equities6%
Contacts
2 of 2Myrna Arroyo
AttorneyCRD 7461717
Devin Jones
Managing PartnerCRD 7464617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 4459 Bluebonnet Blvd
- Time zone
- CT (UTC-6)
- Office locations
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