# Bavarian Wealth Management

Bavarian Wealth Management is an Asset Manager based in New Orleans, Germany.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New Orleans, Germany
- **Region:** Europe
- **Address:** Munich, Germany
- **Assets under management:** Undisclosed
- **Website:** bavarianwealthmanagement.com

## Regulatory record

- **CRD number:** 135035
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135035

## About

BAVARIAN WEALTH MANAGEMENT, INC. is a state-registered investment adviser in NEW ORLEANS, LA. The firm manages $20 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## Questions

### What geographic footprint does the firm cover?

Bavarian Wealth Management concentrates exclusively on the DACH region — Germany, Austria, and Switzerland. Its Munich headquarters positions it within the wealth corridor of Southern Germany, a zone dense with family offices, insurers, and institutional allocators seeking inflation-hedging real asset exposure close to home.

### Which asset classes does the firm explicitly avoid?

The firm does not invest in publicly traded equities, venture capital, or hedge fund strategies. Its mandate centers on private, tangible, income-generating assets — specifically direct real estate equity, real estate-backed private credit, and infrastructure debt — deliberately avoiding liquid market beta.

## Related profiles

- [Realta Investment Advisors](https://altss.com/profile/realta-investment-advisors-inc)
- [Weaver Capital Management](https://altss.com/profile/weaver-capital-management-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bavarian-wealth-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology