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Varra Wealth Management LLC

● SEC registered since 2022CRD 324044SEC# 801-127022Louisville, CO
Export (members)
Reg. AUM
$237.5M
Employees
5
Accounts
1,121
Location
Louisville, CO

Varra Wealth Management LLC assets under management

Varra Wealth Management LLC is an SEC-registered investment adviser based in Louisville, CO. The firm has been registered since 2022. It reports $237.5 million in regulatory assets under management and employs 5 people.
varrafinancial.comView on SEC.gov ↗

Varra Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Cameron Franklin Dunford ControlPartner25-50%2018
Gina Marie Varra ControlPresident25-50%2011
James Stanley Johnson ControlPartner & Cco25-50%2021

Frequently asked questions

How much does Varra Wealth Management LLC manage?

Varra Wealth Management LLC reports $237.5 million in regulatory assets under management on its Form ADV.

How many employees does Varra Wealth Management LLC have?

Varra Wealth Management LLC reports 5 employees.

Where is Varra Wealth Management LLC located?

Varra Wealth Management LLC is based in Louisville, CO and has been SEC-registered since 2022.

Does Varra Wealth Management LLC disclose fund performance?

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

Contact & registration

Address1849 Cherry St., Unit 16, Louisville, CO 80027
Phone303 665 2822
FaxN/A
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$237.5M
Total (RAUM)$237.5M