Bavarian Wealth Management, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 135035
· New Orleans, LA
· WWW.BAVARIANWEALTHMANAGEMENT.COM
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ADV data as of Nov 06, 2024
- Regulatory AUM
- $20.1M
- Discretionary
- $20.0M
- Clients
- 119
- Avg AUM / client
- $169K
- Accounts
- 229
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 111 | $17.3M | 86.2% |
| High net worth individuals | 2 | $1.7M | 8.32% |
| Corporations and other businesses | 6 | $1.1M | 5.46% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Phillip Dinatale | Registered representative | Apr 2008 (18y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/06/2024 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- TradePMR $20.1M (100% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 06, 2024.
View current Form ADV (SEC/IAPD) ↗