# 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.

- CRD: 336024
- Filed as: BELLINGRATH WEALTH MANAGEMENT, L.L.C.
- Also doing business as: BELLINGRATH WEALTH & BENEFITS, BELLINGRATH WEALTH MANAGEMENT, BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336024
- AdvisorCensus page: https://advisorcensus.com/firm/bellingrath-wealth-management-l-l-c-new-orleans-la-336024

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $196,108,853
- Discretionary: $150,151,868
- Non-discretionary: $45,956,985

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $28,164,802 |
| High net worth individuals | 70 | $113,692,933 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $45,956,986 |
| Charitable organizations | 2 | $573,578 |
| Corporations or other businesses not listed above | 4 | $7,720,554 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bellingrathwealth.com](https://bellingrathwealth.com)
- Facebook @bellingrathwealth
- LinkedIn @bellingrath-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 6 | July 24, 2025 |
| October 2026 | $196,108,853 | 6 | May 6, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bellingrath Wealth Management, L.L.C. (CRD 336024): Form ADV filing data as of October 2026.