Bellingrath Wealth Management, L.L.C.
● SEC registered since 2025CRD 336024SEC# 801-132844New Orleans, LA
Reg. AUM
$196.1M
Employees
6
Accounts
459
Location
New Orleans, LA
Bellingrath Wealth Management, L.L.C. assets under management
Bellingrath Wealth Management, L.L.C. is an SEC-registered investment adviser based in New Orleans, LA. The firm has been registered since 2025. It reports $196.1 million in regulatory assets under management and employs 6 people.
Bellingrath Wealth Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Garlan White Control | Partner And Chief Compliance Officer | Over 75% | 2025 |
| Ryan Woolford Swayze Control | Partner And Chief Operating Officer | Under 5% | 2025 |
Frequently asked questions
How much does Bellingrath Wealth Management, L.L.C. manage?
Bellingrath Wealth Management, L.L.C. reports $196.1 million in regulatory assets under management on its Form ADV.
How many employees does Bellingrath Wealth Management, L.L.C. have?
Bellingrath Wealth Management, L.L.C. reports 6 employees.
Where is Bellingrath Wealth Management, L.L.C. located?
Bellingrath Wealth Management, L.L.C. is based in New Orleans, LA and has been SEC-registered since 2025.
Does Bellingrath Wealth Management, L.L.C. disclose fund performance?
Bellingrath Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6065 Magazine Street, New Orleans, LA 70118 |
| Phone | 646-395-3900 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.1M▲ 16%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$196.1Mregulatory AUM
Discretionary $150.2MNon-discretionary $46M