PELICAN WEALTH MANAGEMENT

PELICAN WEALTH MANAGEMENT of MONROE, LA is an SEC-registered investment adviser (CRD 289549). Regulatory assets under management: $11.9M.

Registration

• CRD: 289549
• Type: Registered investment adviser
• Location: 3001 ARMAND STREET, MONROE, LA, 71201
• Phone: 318-600-3010
• Latest filing: 2026-03-12
• Regulatory AUM: $11.9M
• Discretionary AUM: $11.9M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search