AdvisorCensus / Financial advisors / Louisiana / New Orleans / Bellingrath Wealth Management, L.L.C.
Bellingrath Wealth Management, L.L.C.
Filed as BELLINGRATH WEALTH MANAGEMENT, L.L.C.
Bellingrath Wealth Management, L.L.C. is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.
Quick answers
From the filingHow is Bellingrath Wealth Management, L.L.C. compensated?
On its Form ADV (Item 5.E, October 2026), Bellingrath Wealth Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management.
Where is Bellingrath Wealth Management, L.L.C. located?
Bellingrath Wealth Management, L.L.C.'s principal office is in New Orleans, LA, according to its Form ADV.
Is Bellingrath Wealth Management, L.L.C. registered with the SEC or a state?
Bellingrath Wealth Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336024.
How much does Bellingrath Wealth Management, L.L.C. manage?
Bellingrath Wealth Management, L.L.C. reports $196,108,853 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (77% discretionary).
How have Bellingrath Wealth Management, L.L.C.'s assets and staff changed since 2025?
In the Form ADV data for Bellingrath Wealth Management, L.L.C.: Regulatory assets under management: $0 in the October 2025 data and $196,108,853 in the October 2026 data. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bellingrath Wealth Management, L.L.C. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (70); pension and profit sharing plans (but not the plan participants or government pension plans) (18).
Does Bellingrath Wealth Management, L.L.C. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336024
What changed in Bellingrath Wealth Management, L.L.C.'s recent Form ADV filings?
In the June 2026 filing data: Added the business name Bellingrath Wealth & Benefits.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$196,108,853 as of October 2026, filing dated May 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- BELLINGRATH WEALTH & BENEFITS, BELLINGRATH WEALTH MANAGEMENT, BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $196,108,853 | 6 | May 6, 2026 |
| October 2025 | $0 | 6 | July 24, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $196,108,853 in the October 2026 data.
Total employees: 6 in October 2025 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Added the business name Bellingrath Wealth & Benefits.
- May 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Regulatory assets under management went from $169,408,778 to $196,108,853 (+16%).
- December 2025
- Regulatory assets under management went from $0 to $169,408,778.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bellingrath Wealth Management, L.L.C. (CRD 336024): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bellingrath-wealth-management-l-l-c-new-orleans-la-336024