Data / Investment advisers / Louisiana / Bellingrath Wealth Management, L.L.C.
Bellingrath Wealth Management, L.L.C., New Orleans, LA: $196 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bellingrath Wealth Management, L.L.C. is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $196 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
The request: Watch Bellingrath Wealth Management, L.L.C. (CRD number 336024): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 336024
- SEC file number
- 801-132844
- SEC status
- Approved, effective May 23, 2025
- Main office
- 6065 Magazine Street, New Orleans, LA 70118
- Phone
- (504) 593-6040
- Regulatory AUM
- $196,108,853 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $150,151,868
- Non discretionary AUM
- $45,956,985
- Accounts
- 459
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $113.7 million |
| Pension and profit sharing plans | 18 | $46 million |
| Individuals (other than high net worth individuals) | 116 | $28.2 million |
| Corporations or other businesses | 4 | $7.7 million |
| Charitable organizations | 2 | $573,578 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $196.1 million | February 2, 2026 |
| December 1, 2025 | $169.4 million | October 17, 2025 |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hancock Whitney Investment Services Inc. | New Orleans | $306.1 million | Not listed | adviserinfo.sec.gov |
| Search Fund Accelerator, LLC | New Orleans | $298.9 million | 8 | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | $250.7 million | Not listed | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | $227 million | Not listed | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 1 | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | $120.8 million | Not listed | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | $57.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Bellingrath Wealth Management, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.