Updated:
Pelican Wealth Management
PELICAN WEALTH MANAGEMENT is a state-registered investment adviser in MONROE, LA. The firm manages approximately $12 million in regulatory assets.
Overview
PELICAN WEALTH MANAGEMENT is a state-registered investment adviser in MONROE, LA. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is Pelican Wealth Management's investment strategy?
Pelican Wealth Management does not publicly describe its investment strategy, asset allocation, or sector preferences. Without a known track record of direct investments, fund commitments, or co-investments, the office's approach—whether focused on private equity, venture capital, real estate, public equities, or a multi-asset portfolio—remains a matter of private record.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Pelican Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.