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LULLA WEALTH FINANCIAL
LULLA WEALTH FINANCIAL, LLC
CRD 310592
4731 HIGHWAY A1A, SUITE 227, VERO BEACH, FL, 32963-5401, United States
Phone
772-257-9803
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING, ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $11.0M |
| High net worth individuals | 5 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD