Pva Financial LLC

CRD 312523SEC# 801-136637

No longer SEC-registered. Pva Financial LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$136.9M

Employees

Accounts

341

Location

—

Pva Financial LLC assets under management

Pva Financial LLC is a registered investment adviser overseen by the SEC. It reports $136.9 million in regulatory assets under management and employs 1 people.

View on SEC.gov ↗

Pva Financial LLC owners & executives

1 reported

Name	Title	Ownership	Since
Naveen Neerukonda Control	Managing Member And Cco	Over 75%	2018

Frequently asked questions

How much does Pva Financial LLC manage?

Pva Financial LLC reports $136.9 million in regulatory assets under management on its Form ADV.

How many employees does Pva Financial LLC have?

Pva Financial LLC reports 1 employees.

Does Pva Financial LLC disclose fund performance?

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

Contact & registration

Office hours	By Appointment
Discloses disciplinary history	No

Assets under management

Discretionary	$114.2M
Non-discretionary	$22.6M
Total (RAUM)	$136.9M