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Varra Wealth Management LLC

● SEC registered since 2022CRD 324044SEC# 801-127022Louisville, CO
Export (members)
Reg. AUM
$305.6M
Employees
8
Accounts
1,208
Location
Louisville, CO

Varra Wealth Management LLC assets under management

Varra Wealth Management LLC is an SEC-registered investment adviser based in Louisville, CO. The firm has been registered since 2022. It reports $305.6 million in regulatory assets under management and employs 8 people.

Varra Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Cameron Franklin Dunford ControlCeo25-50%2018
Gina Marie Varra ControlPartner, Founder10-25%2011
James Stanley Johnson ControlPresident, Cco25-50%2021

Frequently asked questions

How much does Varra Wealth Management LLC manage?

Varra Wealth Management LLC reports $305.6 million in regulatory assets under management on its Form ADV.

How many employees does Varra Wealth Management LLC have?

Varra Wealth Management LLC reports 8 employees.

Where is Varra Wealth Management LLC located?

Varra Wealth Management LLC is based in Louisville, CO and has been SEC-registered since 2022.

Does Varra Wealth Management LLC disclose fund performance?

Varra Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1849 Cherry St., Unit 16, Louisville, CO 80027
Phone303 665 2822
FaxN/A
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$305.6M▲ 55%
Feb '25 — $196.6MMar '25 — $237.5MApr '25 — $237.5MMay '25 — $237.5MJun '25 — $237.5MJul '25 — $237.5MAug '25 — $237.5MSep '25 — $237.5MOct '25 — $237.5MNov '25 — $237.5MDec '25 — $237.5MJan '26 — $237.5MFeb '26 — $237.5MMar '26 — $305.6MApr '26 — $305.6MMay '26 — $305.6MJun '26 — $305.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$305.6Mregulatory AUM
Discretionary $5.2MNon-discretionary $300.4M