Bellingrath Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,857,735
Clients
186
Advisors
3
of 6 employees
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
Expertise
Fee options
Up to 1.5% (negotiable fee based on various factors)
Main office
6065 Magazine Street
New Orleans LA 70118
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Bellingrath Wealth & Benefits · Bellingrath Wealth Management · Bellingrath Wealth Management & Employee Benefits · Bellingrath Wealth Management, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan S
Series 66
New Orleans, LA
Bellingrath Wealth Management, L.L.C.
Ryan Swayze is a Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Bellingrath Wealth Management, L.L.C. and has prior experience with LPL Financial, Cetera Investment Services, Regions Bank, and Morgan Stanley. Bellingrath Wealth Management advises individuals, families, trusts, non-profits, and businesses on integrated financial, estate, and retirement planning along with portfolio management, serving high-net-worth clients and plan sponsors through a combination of discretionary account management and fee-based employee benefits services.
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.
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. in New Orleans, LA, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. His career includes long-term roles at Roniger & Associates, Inc. since 1977 and LPL Financial since 2009. Bellingrath Wealth Management advises individuals, families, trusts, non-profits, and businesses—including high-net-worth clients—on comprehensive financial planning, estate and retirement planning, and portfolio management. The firm offers fee-based retirement plan and employee benefits services, manages discretionary client portfolios primarily through LPL-custodied programs, and sponsors its own Wrap Program that consolidates certain fees into a single management charge.
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