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Goss Wealth Management LLC (Baton Rouge)


Goss Wealth Management LLC is a large advisory firm based in Baton Rouge. It manages $447.2 million of regulatory assets for 2,668 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Georgia, Louisiana, Mississippi, and Texas.

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Goss Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goss Wealth Management: assets under management

The assets under management (AUM) of Goss Wealth Management LLC is $447.2 million. The firm's AUM has grown by 302% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $237.18 million in discretionary accounts and $210.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goss Wealth Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Baton Rouge

The principal office where Goss Wealth Management LLC performs its advisory services is located at 6300 Corporate Blvd, Baton Rouge, LA 70809, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 225-930-4677. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at gosswealthmanagement.com.


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