Overview
Assets Under Management: $196 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
BELLINGRATH WEALTH MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336024), BELLINGRATH WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
BELLINGRATH WEALTH MANAGEMENT, L.L.C. is headquartered in NEW ORLEANS, LA.
BELLINGRATH WEALTH MANAGEMENT, L.L.C. serves 70 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, BELLINGRATH WEALTH MANAGEMENT, L.L.C. offers portfolio management for individuals. View all service details ↓
BELLINGRATH WEALTH MANAGEMENT, L.L.C. manages $196 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, BELLINGRATH WEALTH MANAGEMENT, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 459
Discretionary Accounts: 441
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 336024
Filing ID: 2045274
Last Filing Date: 2026-02-02 12:36:44