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VARRA WEALTH MANAGEMENT LLC
1849 Cherry St.
Unit 16
Louisville, Colorado 80027
Tel: 303 665 2822
About VARRA WEALTH MANAGEMENT LLC
VARRA WEALTH MANAGEMENT LLC, formally registered with the SEC as VARRA WEALTH MANAGEMENT LLC. The firm was established in 12/09/2022. They have over 1 offices throughout the country.
VARRA WEALTH MANAGEMENT LLC is a Louisville, Colorado based Financial Planning firm with nearly $196,580,012 assets under management, offering retirement planning & investment advisory services to 958 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324044 |
| SEC# | 801-127022 |
| Assets Managed by Firm | $196,580,012 |
| No. of Clients | 958 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 958 | $196,580,012 |
| Individuals (other than high net worth individuals) | 345 | $99,058,179 |
| High net worth individuals | 51 | $94,420,005 |
| Charitable organizations | 1 | $1,448,922 |
| Corporations or other businesses | 6 | $1,652,906 |
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