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BELLINGRATH WEALTH MANAGEMENT, L.L.C.
CRD 336024File 801-132844
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$196.1M
Below cohort median (national)
Discretionary AUM
$150.2M
Non-discretionary $46.0M
Clients
210
459 accounts
Employees
6
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 23, 2025
- Principal office
- 6065 MAGAZINE STREET, NEW ORLEANS, LA, 70118
- Phone
- 646-395-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $196.1M
- Discretionary AUM
- $150.2M
- Non-discretionary AUM
- $46.0M
- Discretionary accounts
- 441
- Non-discretionary accounts
- 18
- Total accounts
- 459
- AUM per client
- $934K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.7M |
| Charitable organizations | Fewer than 5 | $574K |
| High net worth individuals | 70 | $113.7M |
| Pension and profit sharing plans | 18 | $46.0M |
| Individuals (other than high net worth individuals) | 116 | $28.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.