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| Bellingrath Wealth Management LLC
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|---|---|
| CRD # | 336024 |
| SEC # | 801-132844 |
| CIK # | |
| AUM | 196.1 M (2026-05-06) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-395-3900 |
| Address | 6065 Magazine Street New Orleans, LA 70118 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 28.2 |
| (b) Individuals (high net worth individuals) | 70 | 113.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 46.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 196.1 |
| By Discretionary | ||
| Discretionary | 441 | 150.2 |
| Non-Discretionary | 18 | 46.0 |
| Total | 459 | 196.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.1 | |
| Total | 459 | 196.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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|
Ark Advisors LLC
✚
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