PROGENY WEALTH MANAGEMENT LLC

PROGENY WEALTH MANAGEMENT LLC of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 317458). Regulatory assets under management: $18.9M.

Registration

• CRD: 317458
• Type: Registered investment adviser
• Location: 4459 BLUEBONNET BLVD, BATON ROUGE, LA, 70809
• Phone: 225-465-1090
• Latest filing: 2026-02-02
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 2
• Accounts: 150

Business model

Compensation: % of AUM, Fixed.

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 317458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search