Bellingrath Wealth Management, L.L.C.
SEC-registered
Broker-Dealer (Dually Registered) · Small ($100M–$1B)
CRD 336024
· SEC file 801-132844
· New Orleans, LA
· www.linkedin.com
☆ Save with Pro
ADV data as of May 06, 2026
- Regulatory AUM
- $196M
- Discretionary
- $150M
- Clients
- 210
- Avg AUM / client
- $934K
- Accounts
- 459
- Employees
- 6
AUM over time
$0
$196M
Apr 23, 2025
May 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $28.2M | 14.4% |
| High net worth individuals | 70 | $114M | 58.0% |
| Pension and profit sharing plans | 18 | $46.0M | 23.4% |
| Charitable organizations | 2 | $574K | 0.29% |
| Corporations and other businesses | 4 | $7.7M | 3.94% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Garlan White | Registered representative | Jul 2025 (1y) | ||
| Rory Charles Roniger | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Ryan Woolford Swayze | Registered representative | Jul 2025 (1y) |
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) | 05/06/2026 | 938 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗