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Raffa Wealth Management LLC

● SEC registered since 2007CRD 136971SEC# 801-67687
Export (members)
Reg. AUM
$1.54B
Employees
7
Accounts
618
Location

Raffa Wealth Management LLC assets under management

Raffa Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 7 people.

Raffa Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Dennis Patrick Gogarty ControlManaging Member50-75%2005
Dennis Patrick Gogarty ControlChief Compliance Officer50-75%2005
Thomas J. Raffa ControlMember25-50%2005

Frequently asked questions

How much does Raffa Wealth Management LLC manage?

Raffa Wealth Management LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Raffa Wealth Management LLC have?

Raffa Wealth Management LLC reports 7 employees.

Does Raffa Wealth Management LLC disclose fund performance?

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

Contact & registration

Phone202-955-6734
Fax202-318-5926
Office hours8:00 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.38B
Non-discretionary$155.4M
Total (RAUM)$1.54B