Bellingrath Wealth Management, L.l.c.
Bellingrath Wealth Management, L.l.c. is an SEC-registered mass-market adviser in New Orleans, LA with $196.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bellingrath Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336024, SEC 801-132844, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $196.1M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- New Orleans, LA
- Employees
- 6
- Clients
- 210
- CRD
- 336024
- Ownership
- RONIGER, RORY, CHARLES; WHITE, CHRISTOPHER, GARLAN; SWAYZE, RYAN, WOOLFORD
How much AUM does Bellingrath Wealth Management, L.l.c. have?
Bellingrath Wealth Management, L.l.c. reported $196.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Bellingrath Wealth Management, L.l.c.?
Disclosed owners and executives of Bellingrath Wealth Management, L.l.c. include RONIGER, RORY, CHARLES, WHITE, CHRISTOPHER, GARLAN, SWAYZE, RYAN, WOOLFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.