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Building 2BELLINGRATH WEALTH MANAGEMENT, L.L.C.

Map pinNEW ORLEANS, LA
Phone646-395-3900
NotebookSEC #801-132844
Total AUM
$196.1M
Employees
6
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6065 MAGAZINE STREET
NEW ORLEANS
LA 70118
United States
Operating Hours
9-5
Monday - Friday
Phone
646-395-3900

ReceiptFinancials

Total AUM
$196.1M
Accounts
459
Discretionary
$150.2M
Accounts
441
Non-Discretionary
$46M
Accounts
18

ContactClients

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Individual Clients
116
AUM
$28.2M
HNW Individual Clients
70
AUM
$113.7M
Pension/Profit Sharing Plan Clients
18
AUM
$46M
Charitable Organization Clients
2
AUM
$573.6K
Corporation or Business Clients
4
AUM
$7.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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