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Lava Wealth Management, LLC

● SEC registered since 2024CRD 167674SEC# 801-131417
Export (members)
Reg. AUM
$35.5M
Employees
1
Accounts
58
Location

Lava Wealth Management, LLC assets under management

Lava Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $35.5 million in regulatory assets under management and employs 1 people.

Lava Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Alfred Newman ControlManaging Member And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Lava Wealth Management, LLC manage?

Lava Wealth Management, LLC reports $35.5 million in regulatory assets under management on its Form ADV.

How many employees does Lava Wealth Management, LLC have?

Lava Wealth Management, LLC reports 1 employees.

Does Lava Wealth Management, LLC disclose fund performance?

Lava Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-751-6077
Office hours9:00a.m. To 6:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$35.5M
Non-discretionary$0
Total (RAUM)$35.5M