Pelican Wealth Management

Pelican Wealth Management (CRD# 289549) is a financial advisory firm headquartered in Monroe, LA. They manage $39,777,974 in 254 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $156,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Pelican Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas C. Trappey
CRD#: 5538539
1900 Lamy Lane, Suite A, Monroe, LA 71201

Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 14 years of experience in the finance industry.

2
Lorenzo C. Treadway
CRD#: 6078291
1900 Lamy Lane, Suite A, Monroe, LA 71201

Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 10 years of experience in the finance industry.

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