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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Varra Wealth Management LLC
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|---|---|
| CRD # | 324044 |
| SEC # | 801-127022 |
| CIK # | |
| AUM | $237.5 M (2025-07-14) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 303-665-2822 |
| Address | 1849 Cherry St Louisville, CO 80027 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 106.3 |
| (b) Individuals (high net worth individuals) | 66 | 128.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,121 | 237.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,121 | 237.5 |
| Total | 1,121 | 237.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.5 | |
| Total | 1,121 | 237.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Monterey Wealth Partners LLC
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|
GA | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Aurora Investment Counsel
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|
GA | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |
|
Beacon Wealth Consultants Inc
✚
|
VA | 0.2 |
|
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |