Adviser Profile
| As of Date | 11/06/2024 |
| Registration status | Registration Changed to LAVA WEALTH MANAGEMENT, LLC |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 30,549,939 31% |
| of that, discretionary | 30,549,939 31% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 526,723 18% |
| % High Net Worth | 22.86% -52% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds