{"url":"https://nivawealth.com/firms/bellingrath-wealth-management-336024","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336024","regulatoryAum":196108853,"crd":"336024","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6320337","suffix":null,"lastName":"SWAYZE","firstName":"RYAN","middleName":"WOOLFORD"},{"crd":"5273599","suffix":null,"lastName":"WHITE","firstName":"CHRISTOPHER","middleName":"GARLAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-24","regulatoryAum":0,"clients":0,"employees":6,"offices":1},{"filedOn":"2026-05-06","regulatoryAum":196108853,"clients":210,"employees":6,"offices":1}],"secFileNumber":"801-132844","legalName":"Bellingrath Wealth Management, L.L.C.","displayName":"Bellingrath Wealth 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2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":762675.9946236559,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":196108853,"discretionary":150151868,"discretionaryAccounts":441,"nonDiscretionary":45956985,"nonDiscretionaryAccounts":18,"wrapProgram":150385396,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":116,"regulatoryAum":28164802},{"label":"High-net-worth individuals","clients":70,"regulatoryAum":113692933},{"label":"Pension and profit-sharing plans","clients":18,"regulatoryAum":45956986},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":573578},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":7720554}],"feePrograms":[{"role":"other","program":"Retirement plan services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061397","versionId":1061397,"submittedOn":"2026-10-16","documentName":"BELLINGRATH WEALTH MANAGEMENT ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:01:49.4614+00:00","documents":[{"name":"BELLINGRATH WEALTH MANAGEMENT ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061397","versionId":1061397,"submittedOn":"2026-10-16"}]},"custodians":[],"custodyNote":"Bellingrath Wealth Management has custody of $20.8M for 39 clients.","otherCustodians":[],"leadership":[{"name":"Ryan Swayze","title":"Partner and Chief Operating Officer","crd":"6320337"},{"name":"Christopher White","title":"Partner and Chief Compliance Officer","crd":"5273599"}],"ownership":[{"label":"Christopher White","detail":"Partner and chief compliance officer in the 75% or more ownership band and a control person, since April 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":1,"addresses":[{"street":"6065 Magazine Street","city":"New Orleans","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-395-3900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":31},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":64},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"6 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/336024/PDF/336024.pdf","brochureDate":"16 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061397","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bellingrath Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bellingrath Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bellingrath Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bellingrath Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bellingrath Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bellingrath Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bellingrath Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}