Bavarian Wealth Management, Inc.

Bavarian Wealth Management, Inc. (CRD# 135035) is a financial advisory firm headquartered in New Orleans, LA. They manage $6,971,700 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $30,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Bavarian Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Damon L. Daigle
CRD#: 3221174
650 Poydras Street, Suite 1906, New Orleans, LA 70130
93
Wealthminder
score

Damon Daigle (CRD# 3221174) is an Investment Advisor Representative working at Bavarian Wealth Management, Inc. in New Orleans, LA and has over 17 years of experience in the finance industry.

2
Anthony P. Dinatale
CRD#: 3238955
650 Poydras Street, Suite 1906, New Orleans, LA 70130
34
Wealthminder
score

Anthony Dinatale (CRD# 3238955) is an Investment Advisor Representative working at Bavarian Wealth Management, Inc. in New Orleans, LA and has over 17 years of experience in the finance industry.

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