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PELICAN WEALTH MANAGEMENT
PELICAN WEALTH MANAGEMENT, LLC
CRD 289549
3001 ARMAND STREET, SUITE L, MONROE, LA, 71201, United States
Phone
318-600-3010
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.9M
Discretionary AUM
$11.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $6.1M |
| High net worth individuals | 4 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD