B
CRD: 336024
Bellingrath Wealth Management, L.l.c.
NEW Orleans, LA, 70118
6463953900
$196.1M Total AUM
$150.2M Disc. AUM
-- 3Y CAGR
6 Employees
210 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2025
- Office Locations
- 1
Office Locations
6065 Magazine Street NEW Orleans LA
About Bellingrath Wealth Management, L.l.c.
Bellingrath Wealth Management, L.l.c. is a NEW Orleans-based RIA. The firm has been operating for 1 years. Managing $196.1M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$49.0M AVG AUM / ADVISOR
$933.9K AVG AUM / CLIENT
0.9 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Investment Vehicles
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Owner & Executives
CHRISTOPHER GARLAN WHITE
Chief Compliance Officer, PARTNER
- CRD
- #5273599
- Ownership
- 75% or more
(595) 890-2460
quantum.vector@pioneercapital.com
in linkedin.com/in/signal-focus
RYAN WOOLFORD SWAYZE
CHIEF OPERATING OFFICER, PARTNER
- CRD
- #6320337
- Ownership
- Less than 5%
(900) 212-6680
radial.horizon@primecapital.com
in linkedin.com/in/ember-catalyst
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RORY CHARLES RONIGER
President
- CRD
- #727862
(573) 556-3473
glacier.prime@matrixcapital.com
in linkedin.com/in/frontier-capital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,151,868 | $340,480 |
| Non-Discretionary | $45,956,985 | $2,553,166 |
| Total | $196,108,853 | $427,252 |
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Separately Managed Accounts
Total SMA Asset: $196,108,853
Public Funds:
18.8% Equity - Exchange:
22.9% Municipal Bonds:
8.0% Cash:
13.8% Corporate - Investment Grade:
14.8% Corporate - Non-Investment Grade:
14.9% U.S. Government/Agency:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $480,864,543 | 18.8% |
| Equity - Exchange | $585,733,937 | 22.9% |
| Municipal Bonds | $204,623,210 | 8.0% |
| Cash | $352,975,037 | 13.8% |
| Corporate - Investment Grade | $378,552,938 | 14.8% |
| Corporate - Non-Investment Grade | $381,110,728 | 14.9% |
| U.S. Government/Agency | $173,929,727 | 6.8% |
| Total | $2,557,790,120 | 100.0% |