Marcantel Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,601,892,693
Total clients
176
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
88
Average account size
$9,101,663
About
Marcantel Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth individuals, and legal entities such as corporations, LLCs, and partnerships. The firm manages client portfolios, offers account review and implementation services, and can create custom stock portfolios or pursue active strategies at a client’s request.
The firm’s stated investment approach emphasizes passive, low‑cost index funds, broad diversification, long‑term goal alignment, and tax‑aware asset allocation, drawing on Vanguard research and other external sources. When clients request active management, MWM may apply fundamental value‑investing techniques and individualized equity analysis in addition to its default passive strategy.
Distinctive features include managing roughly $1.6 billion in client assets while operating with a compact advisory staff and a relatively small client base, a concentrated advisor‑to‑client structure that differs from many peers. The firm also uses multiple custodial arrangements—including a national clearing custodian accessed through its broker‑dealer and a commission‑free platform—and recently added a second state‑registered adviser, indicating a small but evolving team.
Client services
Expertise
Fee options
1% per annum
Minimum fee: $20 per quarter minimum fee
Main office location
Marcantel Wealth Management
Lafayette LA, United States
Number of offices
1
Most active in
Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")