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Bavarian Wealth Management, Inc. CRD 135035
$20.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
650 Poydras Street Suite 1906, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-05-12 |
| LA | RA | APPROVED | 2008-04-09 |
Branch Locations
650 Poydras Street Suite 1906, New Orleans, LA 70130 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bavarian Wealth Management, Inc. | New Orleans | LA | 10/2004 | Present |
| Bavarian Professional Tax Service | New Orleans | LA | 10/2012 | Present |
1. BAVARIAN WEALTH MANAGEMENT, INC., 650 POYDRAS ST., STE 1655, NO LA, FINANCIAL SERVICES, PRESIDENT, COMPENSATED FOR FIXED INS SALES, DUTIES - MANAGE COMPANY AS CHIEF OFFICER, 10/01/04, COMPENSATED - COMMISSION, INTEREST IN COMPANY 100%, 20-25 HRS PER WEEK. 2. BAVARIAN PROFESSIONAL TAX SERVICE, PRESIDENT AND CEO, 10/2012 TO PRESENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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