Bellingrath Wealth Management provides portfolio management for individuals and small businesses.
Bellingrath Wealth Management reports 210 clients. They include 116 individual clients, 70 high-net-worth individuals, and 18 pension and profit-sharing plans. Of its assets, 76.6% ($150M across 441 accounts) are managed with discretion; $46M across 18 accounts are not. A wrap fee program the firm both sponsors and manages holds $150M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 14% |
| High-net-worth individuals | 33% | 58% |
| Pension and profit-sharing plans | 9% | 23% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $28.2M | 14.4% | $243K |
| High-net-worth individuals | 70 | $114M | 58.0% | $1.62M |
| Pension and profit-sharing plans | 18 | $46M | 23.4% | $2.55M |
| Charitable organizations | Fewer than 5 | $574K | 0.3% | $287K |
| Corporations and other businesses | Fewer than 5 | $7.72M | 3.9% | $1.93M |
| Total | 210 | $196M | 100% | — |
- Clients
- 116
- Regulatory AUM
- $28.2M
- AUM share
- 14.4%
- Avg. per client
- $243K
- Clients
- 70
- Regulatory AUM
- $114M
- AUM share
- 58.0%
- Avg. per client
- $1.62M
- Clients
- 18
- Regulatory AUM
- $46M
- AUM share
- 23.4%
- Avg. per client
- $2.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $574K
- AUM share
- 0.3%
- Avg. per client
- $287K
- Clients
- Fewer than 5
- Regulatory AUM
- $7.72M
- AUM share
- 3.9%
- Avg. per client
- $1.93M
Total
- Clients
- 210
- Regulatory AUM
- $196M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bellingrath Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement plan services
- Retirement plan services are an annual fee of 0.25% to 0.50% of plan assets, paid by the plan sponsor or deducted from plan assets.
Christopher White owns 75% or more of Bellingrath Wealth Management. The leadership team of Bellingrath Wealth Management includes Chief Operating Officer Ryan Swayze and Chief Compliance Officer Christopher White. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- Owns 75% or more of Bellingrath Wealth Management, L.L.C.
Christopher White
Control person · since April 2025
Bellingrath Wealth Management’s regulatory assets grew Infinity× from $0 (July 2025) to $196M (May 2026); employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $196M | 210 | 6 | 1 |
| Jul 2025July 2025 | $0 | 0 | 6 | 1 |
Besides its headquarters, Bellingrath Wealth Management has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 6065 Magazine Street, New OrleansHQ
Other business names
Bellingrath Wealth Management has reported 3 other business names to the SEC.
- Bellingrath Wealth & Benefits
- Bellingrath Wealth Management
- Bellingrath Wealth Management & Employee Benefits
Contact and registration details
- Legal name
- Bellingrath Wealth Management, L.L.C.
- Headquarters
- 6065 Magazine Street, New Orleans, LA 70118
- Website
- bellingrathwealth.com
- Phone
- 646-395-3900
- @bellingrath-wealth-management
- SEC file
- 801-132844
- Structure
- Louisiana LLC
- Fiscal year end
- December
Bellingrath Wealth Management has custody of $20.8M for 39 clients.
At year end, Bellingrath Wealth Management’s separately managed accounts were mostly in funds (64%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds64%
- Bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash1%
How many clients does Bellingrath Wealth Management have?
Bellingrath Wealth Management has 210 clients and manages $196 million for them, as of May 2026. They include 116 individual clients, 70 high-net-worth individuals, and 18 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Bellingrath Wealth Management offer?
Bellingrath Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bellingrath Wealth Management have?
Bellingrath Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bellingrath Wealth Management invest in?
At the end of its last fiscal year, Bellingrath Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bellingrath Wealth Management?
Bellingrath Wealth Management’s direct owner is Christopher White (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Bellingrath Wealth Management get paid?
Bellingrath Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bellingrath Wealth Management?
Bellingrath Wealth Management’s main office is at 6065 Magazine Street, New Orleans, LA 70118. Its phone number is 646-395-3900. Its website is bellingrathwealth.com.