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VARRA FINANCIAL
VARRA WEALTH MANAGEMENT LLC
CRD 324044 · SEC 801-127022
1849 CHERRY ST., UNIT 16, LOUISVILLE, CO, 80027, United States
Phone
303 665 2822
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.6M
Discretionary AUM
$5.2M
Team
8 total employees; 7 advisory reps; 19 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 416 | $116.3M |
| High net worth individuals | 92 | $185.9M |
| Charitable organizations | 16 | $2.5M |
| Corporations/business entities | 1 | $855K |
States served
CA, CO, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD