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| Raffa Wealth Management LLC
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| |
|---|---|
| CRD # | 136971 |
| SEC # | 801-67687 |
| CIK # | |
| AUM | $1.3 BB (2024-03-12) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 202-955-6734 |
| Address | 4325 Verplanck Place, NW Washington, DC 20016 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 12.6 |
| (b) Individuals (high net worth individuals) | 38 | 237.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 173.3 |
| (h) Charitable organizations | 119 | 858.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 1,283.9 |
| By Discretionary | ||
| Discretionary | 484 | 1,132.6 |
| Non-Discretionary | 55 | 151.2 |
| Total | 539 | 1,283.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,283.9 | |
| Total | 539 | 1,283.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CornerStone Wealth Group LLC
✚
|
NC | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Continuum Advisory LLC
✚
|
ID | 1.3 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.3 |
|
J Stern & Co LLP
✚
|
1.3 | |
|
Blue Chip Partners LLC
✚
|
MI | 1.3 |
|
First Pacific Financial Inc
✚
|
WA | 1.3 |
|
Inscription Capital LLC
✚
|
TX | 1.3 |
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.3 |
|
Naviter Wealth LLC
✚
|
AR | 1.3 |