$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor pathway
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
3001 Armand Street Suite L Monroe LA
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.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$242.8K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon matrix
Investment Themes
Pioneer Atlas vertex Ember
Investment Vehicles
Pioneer insight
Platform
Glacier vital
Services
Delta Zenith catalyst Crest atlas Vital Vertex north Capital harbor Summit unison
Technology
Element prime
Owner & Executives
L
LORENZO CHARLES TREADWAY
Chief Compliance Officer, Financial Advisor
- CRD
- #6078291
- Ownership
- Less than 5%
(898) 821-9964
foundation.optima@vertexcapital.com
in linkedin.com/in/catalyst-ridge
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $11,898,992
Public Funds:
27.2% Cash:
37.9% Equity - Exchange:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,862,136,219 | 27.2% |
| Cash | $2,594,667,746 | 37.9% |
| Equity - Exchange | $2,389,285,075 | 34.9% |
| Total | $6,846,089,040 | 100.0% |