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Bellingrath Wealth Management, L.L.C.

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Client assets under management

$141,857,735

Clients

186

38% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

62

High

Average account size

$762,676

About

Bellingrath Wealth Management & Employee Benefits advises individuals, families, trusts, non-profit organizations and businesses, including high-net-worth clients, on integrated financial planning, estate and retirement planning alongside portfolio management. The firm also offers fee-based qualified retirement plan services and employee benefits planning, serving plan sponsors as an ERISA 3(21) investment advisor.

The firm’s process begins with a discovery meeting to identify goals, risk tolerance and cash flows, and it develops a financial picture and projections with financial planning provided as part of its investment management. Bellingrath generally manages client accounts on a discretionary basis under a Limited Power of Attorney and implements portfolios through LPL-custodied programs (Model Wealth Portfolios, Strategic Wealth Management, and Optimum Market Portfolios), and may engage third‑party managers or convert legacy mutual fund share classes when appropriate.

A distinguishing operational feature is that Bellingrath sponsors its own Wrap Program, which can include certain transactional costs and third‑party manager fees in a single management fee — an arrangement the firm describes in its Wrap Fee Brochure and which is uncommon among similar firms. The firm operates with three advisors while managing roughly $196 million in assets, and maintains a close platform relationship with LPL (including dually registered representatives and platform support), a relationship the firm discloses as creating potential conflicts of interest.

Client services

Portfolio management

Expertise

General estate planning guidance Wealth management ESG / Sustainable investing

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Fee options

Percentage

Up to 1.5% (negotiable fee based on various factors)

Main office location

Bellingrath Wealth Management, L.L.C.

6065 Magazine Street

New Orleans LA 70118, United States

Number of offices

1

Most active in

Louisiana · Mississippi · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan S

Series 66

New Orleans, LA

Bellingrath Wealth Management, L.L.C.

Ryan Swayze is a financial advisor with Bellingrath Wealth Management, L.L.C. in New Orleans, LA, holding a Series 66 designation and bringing nine years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020, followed by positions at Cetera Investment Services and LPL Financial. Bellingrath Wealth Management advises individuals, families, trusts, and businesses on integrated financial planning and investment management, including employee benefits and retirement plan advisory services. The firm primarily manages portfolios on a discretionary basis and sponsors its own wrap fee program, combining its services with access to LPL Financial’s platform and programs.

General estate planning guidance Wealth management ESG / Sustainable investing
user avatar

Christopher W

Series 66

New Orleans, LA

Bellingrath Wealth Management, L.L.C.

Christopher White is a financial advisor at Bellingrath Wealth Management, L.L.C. in New Orleans, LA, with 17 years of experience in the industry. He holds the Series 66 designation and has worked at LPL Financial since 2010. White started providing advisory services through Bellingrath Wealth Management in 2025. Bellingrath Wealth Management advises individuals, families, trusts, and businesses on integrated financial planning and investment management, including employee benefits and qualified retirement plan advisory services. The firm primarily manages portfolios on a discretionary basis, using a combination of internally determined allocations and model portfolios available through LPL Financial programs, and sponsors its own wrap fee program alongside its LPL-affiliated advisory practice.

General estate planning guidance Wealth management ESG / Sustainable investing
user avatar

Rory R

ChFC®, Series 63

New Orleans, LA

Bellingrath Wealth Management, L.L.C.

Rory Roniger is a financial advisor at Bellingrath Wealth Management, L.L.C. with 44 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial and Roniger & Associates, Inc. He is based in New Orleans, LA. Bellingrath Wealth Management advises individuals, families, trusts, and businesses on integrated financial planning and investment management, as well as employee benefits and qualified retirement plan advisory services. The firm primarily manages portfolios on a discretionary basis, utilizing a mix of internally determined allocations and model portfolios within LPL Financial’s custodied programs, and sponsors its own wrap fee program.

General estate planning guidance Wealth management ESG / Sustainable investing
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