Bellingrath Wealth

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

6065 Magazine St, New Orleans, Louisiana...

Phone Number

(504) 593-6041

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bellingrath Wealth

Bellingrath Wealth Management & Employee Benefits is a boutique firm based in New Orleans, specializing in financial and estate planning, retirement planning, and employee benefits for both individuals and businesses. Established in 1977, the firm emphasizes personalized service and independence, ensuring clients receive tailored guidance without the obligation to promote specific products. With a team boasting over 60 years of combined experience, Bellingrath collaborates with clients and their tax and legal professionals to create comprehensive financial plans. The firm primarily serves clients in the southeastern United States, focusing on helping them achieve their financial goals.Explore more
Bellingrath Wealth's Social MediaPopular SearchesBellingrath WealthBellingrath Wealth Management LLCBellingrath Wealth ManagementBellingrathBellingrath Wealth Management & Employee BenefitsSIC Code 62,628NAICS Code 52,523Show more

Bellingrath Wealth Org Chart

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United States flag for contact location.

Manager, Client Services

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Manager, Client Services

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Manager, Operations

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Compare insights from companies similar to Bellingrath Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bellingrath Wealth

<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bellingrath Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bellingrath Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bellingrath Wealth.

Bellingrath Wealth Tech Stack

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Frequently Asked Questions Regarding Bellingrath Wealth

What is Bellingrath Wealth's official website?
Bellingrath Wealth's official website is www.bellingrathwealth.com
What is Bellingrath Wealth's Revenue?
Bellingrath Wealth's revenue is <$5 Million
What is Bellingrath Wealth's SIC code?
Bellingrath Wealth's SIC: 62,628
What is Bellingrath Wealth's NAICS code?
Bellingrath Wealth's NAICS: 52,523
How many employees does Bellingrath Wealth have?
Bellingrath Wealth has 1-10 employees
What industry does Bellingrath Wealth belong to?
Bellingrath Wealth is in the industry of: Finance, Securities Trading
What is Bellingrath Wealth competition?
Bellingrath Wealth top competitors include: LifeWorth Financial, Copper Canyon Wealth Management, Weinberg Financial Advisory, Cape Cod Wealth Strategies & Insurance Services
What technology does Bellingrath Wealth use?
Some of the popular technologies that Bellingrath Wealth uses are: Proofpoint, GoDaddy DNS, GoDaddy Web Hosting, SocketLabs
How do I contact Bellingrath Wealth?
Bellingrath Wealth contact info: Phone number: (504) 593-6041 Website: www.bellingrathwealth.com
What does Bellingrath Wealth do?

Bellingrath Wealth Management & Employee Benefits is a boutique firm based in New Orleans, specializing in financial and estate planning, retirement planning, and employee benefits for both individuals and businesses. Established in 1977, the firm emphasizes personalized service and independence, ensuring clients receive tailored guidance without t... he obligation to promote specific products. With a team boasting over 60 years of combined experience, Bellingrath collaborates with clients and their tax and legal professionals to create comprehensive financial plans. The firm primarily serves clients in the southeastern United States, focusing on helping them achieve their financial goals.Read More

What are Bellingrath Wealth social media links?
Bellingrath Wealth Linkedin page Bellingrath Wealth Facebook page
Is Bellingrath Wealth a public company?
Bellingrath Wealth is private company therefore does not currently have an official ticker symbol
See more information about Bellingrath Wealth

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