# Pelican Wealth Management

Pelican Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289549
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289549

## About

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.

## 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.

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- [Pegasus Wealth Management](https://altss.com/profile/pegasus-wealth-management)
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Last updated: 2026-07-06T01:24:23.134Z

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

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