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PROGENY WEALTH MANAGEMENT LLC
CRD 317458
4459 BLUEBONNET BLVD, BUILDING 1, STE A, BATON ROUGE, LA, 70809, United States
Phone
225-465-1090
Fax
225-351-8690
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$18.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD