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| Keyboard |
| Varra Wealth Management LLC
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|---|---|
| CRD # | 324044 |
| SEC # | 801-127022 |
| CIK # | |
| AUM | 305.6 M (2026-05-22) |
| Employees | 9 (89% Investors, 67% Brokers) |
| Phone | 303-665-2822 |
| Address | 1849 Cherry St Louisville, CO 80027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 116.3 |
| (b) Individuals (high net worth individuals) | 92 | 185.9 |
| (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 | 16 | 2.5 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,208 | 305.6 |
| By Discretionary | ||
| Discretionary | 9 | 5.2 |
| Non-Discretionary | 1,199 | 300.4 |
| Total | 1,208 | 305.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.6 | |
| Total | 1,208 | 305.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 19 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hendershott Wealth Management LLC
✚
|
IN | 305.8 M |
|
Finer Wealth Management Inc
✚
|
MA | 305.8 M |
|
Winans International
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NV | 305.6 M |
|
Joel Adams and Associates Inc
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NC | 305.6 M |
|
Lwealth LLC
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TX | 305.5 M |
|
Victoria Capital Management Inc
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|
SC | 305.5 M |
|
Keeler Thomas Management LLC
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|
UT | 305.5 M |
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 305.2 M |