Varra Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, CO. Its latest Form ADV filing, dated March 25, 2026, reports $306M in regulatory assets under management, 8 employees, and 1,208 accounts.
Assets Under Management
$306M
Employees
8
Offices
--
Total Clients
525
Primary office
LOUISVILLE, CO
1849 CHERRY ST., UNIT 16, LOUISVILLE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
416
2
HNWI
17.5%
92
3
Charitable
3.0%
16
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of March 25, 2026
Discretionary1.7%
$5M
2% of total RAUM1.7%
Non-discretionary98.3%
$300M
98% of total RAUM98.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$306M
Total Accounts1,208
10Y AUM Change+$306M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee66:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.