Lava Wealth Management, LLC
● SEC registered since 2024CRD 167674SEC# 801-131417
Reg. AUM
$42.6M
Employees
1
Accounts
61
Location
—
Lava Wealth Management, LLC assets under management
Lava Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $42.6 million in regulatory assets under management and employs 1 people.
Lava Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Alfred Newman Control | Managing Member And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Lava Wealth Management, LLC manage?
Lava Wealth Management, LLC reports $42.6 million in regulatory assets under management on its Form ADV.
How many employees does Lava Wealth Management, LLC have?
Lava Wealth Management, LLC reports 1 employees.
Does Lava Wealth Management, LLC disclose fund performance?
Lava Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 917-751-6077 |
| Office hours | 9:00a.m. To 6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$42.6M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$42.6Mregulatory AUM
Discretionary $42.6M