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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
About Pelican Wealth Management
Pelican Wealth Management is an independent, employee-owned, fee-only RIA in Monroe, Louisiana (founded 2017) providing objective, no-commission investment advice and customized financial planning. The team works flexibly in-office or virtually, building and monitoring client-driven plans and portfolios that primarily use public funds, including ETFs. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $242.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
LORENZO CHARLES TREADWAY
Chief Compliance Officer, Financial Advisor
- CRD
- #6078291
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,898,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,898,992 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pelican Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.