PELICAN WEALTH MANAGEMENT
Firm details
- Headquarters
- MONROE, Louisiana
- CRD number
- 289549
- Website
- www.pelicanwealth.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.48%
- HNWI48.52%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pelican Wealth Management is a small, privately held LLC that serves individual and family clients with fee-based portfolio management. The firm charges a percentage of assets under management and identifies itself as a capital allocator, which aligns with its stated advisory activities: discretionary portfolio management for individuals and small businesses and the selection of other advisers (manager‑of‑managers activity). Pelican does not position itself as an ESG investor, is not a multi‑state adviser, and does not list pension consulting among its services. The firm reports an industry affiliation with an accountant and its ownership is a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Contacts
1 of 1LORENZO TREADWAY
PartnerCRD 6078291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONROE, LA
OUACHITA
Location
MONROE, LA
Headquartered in MONROE, LA, anchoring the Monroe-Ruston, LA metro in the South.
- Metro area
- Monroe-Ruston, LA
- Region
- South
- County
- OUACHITA
- Address
- 3001 Armand St
- Time zone
- CT (UTC-6)
- Office locations
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