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BAVARIAN WEALTH MANAGEMENT, INC.

CRD 135035

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650 POYDRAS STREET, SUITE 1906, NEW ORLEANS, LA, 70130, United States

Phone

504-299-3370

Fax

504-299-3379

Registration

— (—)

Source

State registered

Total AUM

$20.1M

Discretionary AUM

$20.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2024-11-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals111$17.3M
High net worth individuals2$1.7M
Corporations/business entities6$1.1M

All web addresses on file

Official SEC filing: View on IAPD