This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$306MItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$5.2M

Private client RAUM

$302MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$50.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,208

Individual clients

416

High net worth clients

92

SEC number

801-127022

CRD

324044

Filings on the tape

19

First filed

Nov 10, 2022

Latest filed

May 22, 2026

Organised

Limited Liability Company, CO

Website

varrafinancial.com

• Occurred

  Jul 14, 2025
  Advisor changed firm

  Evan Blake Welch left Varra Financial for Cwm, Llc (registered 2025-07-15)

  Form ADVobserved 5 days ago
• Occurred

  Nov 10, 2022
  First Form ADV filing

  Varra Wealth Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f69d84eb-a7f9-d0cf-d1b1-0e202abe0ab0

First observed

Nov 10, 2022

Last observed

May 22, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.