Pelican Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,898,992
Clients
49
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$242,837
About
Pelican Wealth Management provides discretionary investment management and selection of third‑party money managers for individuals, high‑net‑worth clients, charitable organizations and businesses. The firm generally charges asset‑based fees and primarily advises on exchange‑traded funds, mutual funds and variable annuities.
The firm develops individualized investment policies using a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis and passive strategies, and may implement BlackRock model portfolios; accounts are monitored and reviewed at least quarterly. Operationally it relies on third‑party platforms — including Focus Partners Advisor Solutions for trade processing and sub‑advisory support and custodians such as Charles Schwab — and offers a bank deposit option through Flourish Cash.
In 2026 Pelican Wealth underwent an ownership restructuring and streamlined its services, discontinuing prior pension consulting and educational workshops while establishing an affiliated tax‑preparation entity (Pelican Wealth Tax Advisors, LLC) that provides separately billed tax services. For a firm with roughly $11.9 million in assets under management and about 49 clients, the recent ownership change, narrowed service set, and the presence of an affiliated tax business alongside reliance on third‑party operational partners are notable features that may affect referral relationships and potential conflicts of interest.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Main office location
Pelican Wealth Management
3001 Armand Street, Suite L
Monroe LA 71201, United States
Number of offices
1
Most active in
Pelican Wealth Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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