BAVARIAN WEALTH MANAGEMENT, INC.

BAVARIAN WEALTH MANAGEMENT, INC. of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 135035). Regulatory assets under management: $20.1M.

Registration

• CRD: 135035
• Type: Registered investment adviser
• Location: 650 POYDRAS STREET, NEW ORLEANS, LA, 70130
• Phone: 504-299-3370
• Latest filing: 2024-11-06
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.0M
• Non-discretionary AUM: $41K
• Clients: 1
• Accounts: 229

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135035 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search