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| Happy Holidays!! thanks for using AUM13F!! |
| Raffa Wealth Management LLC
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|---|---|
| CRD # | 136971 |
| SEC # | 801-67687 |
| CIK # | |
| AUM | $1.5 B (2025-03-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 202-955-6734 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 9.4 |
| (b) Individuals (high net worth individuals) | 47 | 278.2 |
| (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 | 22 | 196.1 |
| (h) Charitable organizations | 131 | 1,054.2 |
| (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 | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 1,540.1 |
| By Discretionary | ||
| Discretionary | 567 | 1,384.7 |
| Non-Discretionary | 51 | 155.4 |
| Total | 618 | 1,540.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,540.1 | |
| Total | 618 | 1,540.1 |
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|---|---|---|
|
Inscription Capital LLC
✚
|
TX | 1.6 |
|
HS Management Partners LLC
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NY | 1.5 |
|
Tritonpoint Wealth LLC
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MD | 1.5 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.5 |
|
TFC Financial Management Inc
✚
|
MA | 1.5 |
|
Wealthstream Advisors Inc
✚
|
NY | 1.5 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.5 |
|
L Roy PAPP & Associates LLP
✚
|
AZ | 1.5 |
|
St Denis J Villere & Co LLC
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|
LA | 1.5 |
|
YCG LLC
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|
TX | 1.5 |