Progeny Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Progeny Wealth Management provides portfolio management and financial planning primarily for individual clients, including high‑net‑worth individuals, and prepares an Investment Policy Statement for each client to document goals, risk tolerance, and time horizon. The firm advises across a broad universe of investment types — mutual funds, ETFs, fixed income, real estate funds, private placements, hedge funds, equities, and also engages in options, margin and short sales when appropriate.
The firm’s investment process draws on fundamental analysis and modern portfolio theory to build tailored allocations and it conducts at least quarterly account reviews and reporting to clients. PWML offers both discretionary and non‑discretionary management and explicitly documents the elevated risks associated with leveraged and derivative strategies it may use for suitable clients.
A noteworthy feature is the firm’s affiliation with attorneys: the principals maintain active legal practices and disclose that they may provide legal or insurance products outside the advisory business, a relationship the brochure says can create potential conflicts of interest and that is disclosed to clients. The brochure also discloses ownership of other non‑investment businesses, the capacity to sell commissionable insurance products, and a recommended custodial arrangement (Altruist), all of which shape its operational and conflict profile compared with many peers.
Client services
Expertise
Fee options
Financial planning fees fixed: $2,500 to $5,000 (negotiated fixed rate)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Main office
4459 Bluebonnet Blvd, Building 1, Ste A
Baton Rouge LA 70809
Advisors at this office
2
Most active in
Louisiana · Texas
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Devin J
Baton Rouge, LA
Progeny Wealth Management LLC
Devin Jones is a financial advisor at Progeny Wealth Management LLC with two years of industry experience. He has worked at Progeny Wealth Management and Progeny Law Firm since 2021 and previously practiced law at Stockwell, Sievert Law Firm. Jones is an associate attorney at an estate planning firm in addition to his advisory role. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and drawing on fundamental analysis and modern portfolio theory to tailor client allocations. The firm maintains an active legal affiliation through its principals and offers both discretionary and non-discretionary management with documented risk disclosures.
Myrna A
Series 65
Baton Rouge, LA
Progeny Wealth Management LLC
Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)