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| Keyboard |
| Raffa Wealth Management LLC
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|---|---|
| CRD # | 136971 |
| SEC # | 801-67687 |
| CIK # | 0001631073 |
| AUM | 1,698.1 M (2026-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 202-955-6734 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 10.9 |
| (b) Individuals (high net worth individuals) | 50 | 312.8 |
| (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 | 26 | 236.1 |
| (h) Charitable organizations | 153 | 1,130.3 |
| (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 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 708 | 1,698.1 |
| By Discretionary | ||
| Discretionary | 653 | 1,512.6 |
| Non-Discretionary | 55 | 185.6 |
| Total | 708 | 1,698.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,698.1 | |
| Total | 708 | 1,698.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631073] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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