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Bellingrath Wealth Management, L.L.C.

● SEC registered since 2025CRD 336024SEC# 801-132844New Orleans, LA
Export (members)
Reg. AUM
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Employees
6
Accounts
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Location
New Orleans, LA

Bellingrath Wealth Management, L.L.C. assets under management

Bellingrath Wealth Management, L.L.C. is an SEC-registered investment adviser based in New Orleans, LA. The firm has been registered since 2025. It employs 6 people.
www.linkedin.com/company/bellingrath-wealth-managementView on SEC.gov ↗

Bellingrath Wealth Management, L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Christopher Garlan White ControlPartner And Chief Compliance Officer25-50%2025
Rory Charles Roniger ControlFounding Partner And Chief Executive Officer25-50%2025
Ryan Woolford Swayze ControlPartner And Chief Operating Officer25-50%2025

Frequently asked questions

How many employees does Bellingrath Wealth Management, L.L.C. have?

Bellingrath Wealth Management, L.L.C. reports 6 employees.

Where is Bellingrath Wealth Management, L.L.C. located?

Bellingrath Wealth Management, L.L.C. is based in New Orleans, LA and has been SEC-registered since 2025.

Does Bellingrath Wealth Management, L.L.C. disclose fund performance?

Bellingrath Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6065 Magazine Street, New Orleans, LA 70118
Phone646-395-3900
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo