RIA Intel›Advisers›Louisiana›HEDGED PRIVATE WEALTH, LLC

HEDGED PRIVATE WEALTH, LLC

Advisory

METAIRIE, LA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Average account

$87K

across 49 accounts

AUM per adviser

$1M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

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

49 clients

8 high-net-worth

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

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Advisers of similar size in LA

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

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COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

METAIRIE, LA

$5M

0.0% 1Y

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

LAFAYETTE, LA

$5M

INTEGRITY WEALTH MANAGEMENT, INC

$4M

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