RIA Intel›Advisers›Louisiana›PROGENY WEALTH MANAGEMENT LLC

PROGENY WEALTH MANAGEMENT LLC

Advisory

BATON ROUGE, LA

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

Average account

$126K

across 150 accounts

AUM per adviser

$9M

2 advisers

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

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

45 clients

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

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