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Building 2LAVA WEALTH MANAGEMENT, LLC

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Phone917-751-6077
NotebookSEC #801-131417
Total AUM
$42.6M
Employees
1
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 6:00PM
Monday - Friday
Phone
917-751-6077
Other Offices
1

ReceiptFinancials

Total AUM
$42.6M
Accounts
61
Discretionary
$42.6M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$9.5M
HNW Individual Clients
10
AUM
$29.8M
Corporation or Business Clients
2
AUM
$713K
Other Clients
3
AUM
$2.6M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPublications
Other Services
CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNY

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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