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BELLINGRATH WEALTH MANAGEMENT, L.L.C.
CRD 336024 · SEC 801-132844
6065 MAGAZINE STREET, NEW ORLEANS, LA, 70118, United States
Phone
646-395-3900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.1M
Discretionary AUM
$150.2M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $28.2M |
| High net worth individuals | 70 | $113.7M |
| Pension/profit sharing plans | 18 | $46.0M |
| Charitable organizations | 2 | $574K |
| Corporations/business entities | 4 | $7.7M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD