RIA Intel›Advisers›Louisiana›BAVARIAN WEALTH MANAGEMENT, INC.

BAVARIAN WEALTH MANAGEMENT, INC.

Advisory

NEW ORLEANS, LA

Data as of Nov 6, 2024 · Source: SEC Form ADV

Average account

$88K

across 229 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 6, 2024.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$41K

Discretionary %99.8%

Total Clients119

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

119 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GOODWOOD ADVISORS, LLC

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$21M

PROGENY WEALTH MANAGEMENT LLC

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