# Bavarian Wealth Management, Inc.

> Bavarian Wealth Management, Inc. is a state-registered investment advisory firm in New Orleans, LA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 6, 2024.

- CRD: 135035
- Filed as: BAVARIAN WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: November 6, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135035
- AdvisorCensus page: https://advisorcensus.com/firm/bavarian-wealth-management-inc-new-orleans-la-135035

## Quick answers

**How is Bavarian Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bavarian Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bavarian Wealth Management, Inc. located?**
Bavarian Wealth Management, Inc.'s principal office is in New Orleans, LA, according to its Form ADV.

**Is Bavarian Wealth Management, Inc. registered with the SEC or a state?**
Bavarian Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 135035.

**How much does Bavarian Wealth Management, Inc. manage?**
Bavarian Wealth Management, Inc. reports $20,079,986 in regulatory assets under management in its Form ADV filing dated November 6, 2024 (100% discretionary).

**What types of clients does Bavarian Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); corporations or other businesses not listed above (6); high net worth individuals (2).

**Does Bavarian Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135035

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $20,079,986
- Discretionary: $20,039,317
- Non-discretionary: $40,669

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $17,313,143 |
| High net worth individuals | 2 | $1,670,870 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $1,095,973 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bavarianwealthmanagement.com
- Facebook @ANTHONY.DINATALE.338
- Facebook @BAVARIAN-WEALTH-MANAGEMENT-INC-223531314438897

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bavarian Wealth Management, Inc. (CRD 135035): Form ADV filing data as of October 2026.