CRD: 135035
Bavarian Wealth Management, Inc.
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- Custodian
- Prudential ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-2007
- Office Locations
- 1
Office Locations
About Bavarian Wealth Management, Inc.
Bavarian Wealth Management, Inc. is a New Orleans-headquartered RIA serving retirees, baby boomers, and millennials across Louisiana and Texas. The firm pairs investment strategies with insurance solutions, focusing on retirement income planning, legacy gifting, college funding, and first-time investment plans. Portfolios lean heavily on ETFs and mutual funds for asset allocation and risk management, with custody support including Trade-PMR.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY PHILLIP DINATALE
Financial Advisor, General Partner, President
- CRD
- #3238955
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,039,317 | -- |
| Non-Discretionary | $40,669 | -- |
| Total | $20,079,986 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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