Insights

Independent advisory Small team with decades of experience serving individuals and small business owners creates a potential for personalized high-touch wealth management services and scalable solutions that can be introduced to their clients.

Regulatory framework Licensed in Louisiana and Texas with a relationship to OneAmerica Securities as a registered rep and advisor, presenting opportunities to cross-sell insurance and retirement products aligned with client protection and retirement planning needs.

Growth potential Revenue in the 1M-10M range and a lean staff suggest capacity for incremental advisory headcount, expanded service lines, or technology-enabled advisory services to unlock higher client lifetime value.

Tech footprint Utilizes a mix of marketing and compliance technologies (LinkedIn Ads, Snowplow, Smarsh, Weebly, Microsoft 365, video playback tools) that indicate receptivity to digital marketing, data analytics, and secure messaging enhancements.

Strategic partnerships As a non-affiliate to OneAmerica Securities and a focus on investment and protection-based strategies, there is room to propose integrated platforms, custodial partnerships, or expanded product suites to broaden client offerings.

Similar companies to Louisiana Wealth Advisors

Louisiana Wealth Advisors Tech Stack

Louisiana Wealth Advisors uses 8 technology products and services including LinkedIn Ads, Snowplow, Smarsh, and more. Explore Louisiana Wealth Advisors's tech stack below.

Louisiana Wealth Advisors's Email Address Formats

Louisiana Wealth Advisors uses at least 2 email formats:
Louisiana Wealth Advisors Email FormatsExamplePercentage
First.Last@louisianawealthadvisors.comJohn.Doe@louisianawealthadvisors.com
50%
FLast@louisianawealthadvisors.comJDoe@louisianawealthadvisors.com
50%

Frequently Asked Questions

What is Louisiana Wealth Advisors's phone number?

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You can contact Louisiana Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Louisiana Wealth Advisors's official website and social media links?

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Louisiana Wealth Advisors's official website is louisianawealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Louisiana Wealth Advisors generate?

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As of October 2026, Louisiana Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is Louisiana Wealth Advisors's NAICS code?

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Louisiana Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Louisiana Wealth Advisors have currently?

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As of October 2026, Louisiana Wealth Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Insurance Agent: L. W. Explore Louisiana Wealth Advisors's employee directory with LeadIQ.

What industry does Louisiana Wealth Advisors belong to?

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Louisiana Wealth Advisors operates in the Financial Services industry.

What technology does Louisiana Wealth Advisors use?

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Louisiana Wealth Advisors's tech stack includes LinkedIn Ads, Snowplow, Smarsh, Weebly, Microsoft 365, Video.js, Apache and X-UA-Compatible.

What is Louisiana Wealth Advisors's email format?

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Louisiana Wealth Advisors's email format typically follows the pattern of First.Last@louisianawealthadvisors.com. Find more Louisiana Wealth Advisors email formats with LeadIQ.

When was Louisiana Wealth Advisors founded?

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Louisiana Wealth Advisors was founded in 2015.
Louisiana Wealth Advisors logo

Louisiana Wealth Advisors

Financial ServicesLouisiana, United States2-10 Employees

Louisiana Wealth Advisors is a financial services firm based in Baton Rouge, Louisiana, offering guidance to individuals and small business owners on investment and protection-based financial strategies. With more than thirty years of experience, the team assists clients in analyzing options and implementing plans that address both growth and risk management needs. The firm operates in Louisiana and Texas as a registered representative and investment advisor representative through OneAmerica Securities, while maintaining independence from the broker-dealer and RIA structure typically associated with that affiliation. Formally, the practice emphasizes the use of prospectus-based products, including variable annuities, and underscores the importance of reviewing fund materials to understand investment strategies, fees, risks, and other factors before committing capital. The organization is located on Jefferson Highway in Baton Rouge and serves a clientele that includes individuals and small business owners seeking financial guidance and protection-oriented solutions.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Louisiana Wealth Advisors's revenue is estimated to be in the range of $1M - $10M

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