RIA Intel›Advisers›Louisiana›MARCANTEL WEALTH MANAGEMENT LLC

MARCANTEL WEALTH MANAGEMENT LLC

Advisory

LA

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$96K

across 176 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients176

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndMarch

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

176 clients

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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MONTGOMERY & CO., L.L.C.

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GREEN TURTLE CAPITAL MANAGEMENT, LLC

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