NEW ORLEANS, LACRD 336024Latest ADV April 14, 2026
Bellingrath Wealth Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated April 14, 2026, reports $196M in regulatory assets under management, 6 employees, and 459 accounts.
Assets Under Management
$196M
Employees
6
Offices
--
Total Clients
210
Primary office
NEW ORLEANS, LA
6065 MAGAZINE STREET, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
116
2
HNWI
33.3%
70
3
Pension Plans
8.6%
18
4
Corporations
1.9%
4
5
Charitable
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of April 14, 2026
Discretionary76.6%
$150M
77% of total RAUM76.6%
Non-discretionary23.4%
$46M
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts459
10Y AUM Change+$196M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.