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BELLINGRATH WEALTH MANAGEMENT, L.L.C.

NEW ORLEANS, LA · CRD 336024 · IAPD ↗ · 646-395-3900

$196.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — BELLINGRATH WEALTH MANAGEMENT, L.L.C. now reports custody of client assets ($20.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
August 2025 — BELLINGRATH WEALTH MANAGEMENT, L.L.C. notice-filed in MS, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — BELLINGRATH WEALTH MANAGEMENT, L.L.C. (NEW ORLEANS, LA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.