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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| LAVA Wealth Management LLC
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|---|---|
| CRD # | 167674 |
| SEC # | 801-131417 |
| CIK # | |
| AUM | $35.5 M (2025-06-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-751-6077 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 7.9 |
| (b) Individuals (high net worth individuals) | 9 | 24.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.7 |
| (n) Other | 3 | 2.8 |
| Total | 58 | 35.5 |
| By Discretionary | ||
| Discretionary | 58 | 35.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 35.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 32.2 | |
| Total | 58 | 35.5 |
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|---|---|---|
|
Capital Insights Group of WNY LLC
✚
|
NY | 0.0 |
|
Cambridge Advisors LLC
✚
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NY | 0.0 |
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Collective Wealth Partners LLC
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Mitchell Vaught & Taylor Inc
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IL | 0.0 |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
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|
NY | 0.0 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |
|
CSP Financial Group LLC
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|
AZ | 0.0 |
|
Cambridge Wealth Management LLC
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|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |