DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Varra Financial
Legal name Varra Wealth Management LLC
Latest filing May 22, 2026
First filing on the tape Nov 10, 2022 · 19 filings
SEC status approved since Dec 9, 2022
RAUM
$306M
reported, Item 5.F
Discretionary
1.7%
of RAUM
Private clients
99%
$302M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$50.9M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$306M as of May 22, 2026
Jan 20, 2023$0 then
HNW client RAUM$186M as of May 22, 2026
Jan 20, 2023$0 then
State-registered IARs (5.B.3)5 as of May 22, 2026
Jan 20, 20233 then
Employees (5.A)8 as of May 22, 2026
Jan 20, 20233 then
Private funds: no history
RAUM +29% over the last fiscal yearIARs 6 to 5
Practice profile
derived from the filing of May 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $50.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $252,978derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 1.7%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$186M61%
- Individuals$116M38%
- Charitable organizations$2.5M0.8%
- Corporations and businesses$854,9380.3%
- Individual clients
- 416reported
- HNW clients
- 92reported
- Pension plan clients
- 0reported
- Charitable clients
- 16reported
- Accounts
- 1,208reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Cameron Franklin Dunford | Louisville, Co | Apr 13, 2018 | 17 y | 0 |
| Gina Marie Varra | Louisville, Co | Dec 22, 2022 | 24 y | 1 |
| James Stanley JohnsonCertified Financial Planner | Louisville, Co | Dec 22, 2022 | 17 y | 0 |
| Chanda Nicole SloatCertified Financial Planner | Louisville, Co | Jan 17, 2024 | 11 y | 0 |
| Mahone Taylor Tarrall | Louisville, Co | Feb 23, 2026 | 42 y | 2 |
| Matthew Brian DanaherCertified Financial Planner | Louisville, Co | May 7, 2026 | 12 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Evan Blake Welch to Cwm, LLCJul 14, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Matthew Brian Danaher from U.S. Bancorp Advisors, LLCMay 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Mahone Taylor Tarrall from Western Wealth Management LLCFeb 23, 2026 · RIA to RIA
- Evan Blake Welch from LPL Financial LLCJan 31, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- Gina Marie Varra from National Planning Corporation ("Npc Of America" In Fl & Ny)Dec 22, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Franklin Cameron Dunford · Partnercontrolsince 07/2018 · owns 10% to 25%
- Stanley James Johnson · Partner & Ccocontrolsince 01/2021 · owns 10% to 25%
- Marie Gina Varra · Presidentcontrolsince 01/2011 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Louisville, Co · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,121 to 1,208Jul 14, 2025 to Mar 25, 2026
- Advisory employees · 5 to 7Jul 14, 2025 to Mar 25, 2026
- Business name · VARRA WEALTH MANAGEMENT LLC to VARRA FINANCIALJul 14, 2025 to Mar 25, 2026
- Charity clients · 1 to 16Jul 14, 2025 to Mar 25, 2026
- Corporate clients · 4 to 1Jul 14, 2025 to Mar 25, 2026
- HNW clients · 66 to 92Jul 14, 2025 to Mar 25, 2026
- Individual clients · 359 to 416Jul 14, 2025 to Mar 25, 2026
- Employees · 5 to 8Jul 14, 2025 to Mar 25, 2026
- Financial planning clients · 101-250 to 251-500Jul 14, 2025 to Mar 25, 2026
- Discretionary RAUM · $0 to $5.2MJul 14, 2025 to Mar 25, 2026
- HNW RAUM · $128M to $186MJul 14, 2025 to Mar 25, 2026
- Individual RAUM · $106M to $116MJul 14, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $238M to $300MJul 14, 2025 to Mar 25, 2026
- RAUM · $238M to $306MJul 14, 2025 to Mar 25, 2026
- Advisory employees · 6 to 5Mar 13, 2025 to Jul 14, 2025
- BD registered reps · 6 to 5Mar 13, 2025 to Jul 14, 2025
- Employees · 6 to 5Mar 13, 2025 to Jul 14, 2025
- Financial planning clients · 101-250 to 101-250Mar 13, 2025 to Jul 14, 2025
- State-registered IARs · 6 to 5Mar 13, 2025 to Jul 14, 2025
- Accounts · 958 to 1,121Feb 10, 2025 to Mar 13, 2025
- Corporate clients · 6 to 4Feb 10, 2025 to Mar 13, 2025
- HNW clients · 51 to 66Feb 10, 2025 to Mar 13, 2025
- Individual clients · 345 to 359Feb 10, 2025 to Mar 13, 2025
- HNW RAUM · $94.4M to $128MFeb 10, 2025 to Mar 13, 2025
- Individual RAUM · $99.1M to $106MFeb 10, 2025 to Mar 13, 2025
- Non-discretionary RAUM · $197M to $238MFeb 10, 2025 to Mar 13, 2025
- RAUM · $197M to $238MFeb 10, 2025 to Mar 13, 2025
- Advisory employees · 5 to 6May 30, 2024 to Feb 10, 2025
- BD registered reps · 5 to 6May 30, 2024 to Feb 10, 2025
- Employees · 5 to 6May 30, 2024 to Feb 10, 2025
- State-registered IARs · 5 to 6May 30, 2024 to Feb 10, 2025
- Insurance-licensed employees · 4 to 0Feb 23, 2024 to May 30, 2024
- Accounts · 438 to 958Jan 24, 2024 to Feb 23, 2024
- Corporate clients · 0 to 6Jan 24, 2024 to Feb 23, 2024
- HNW clients · 34 to 51Jan 24, 2024 to Feb 23, 2024
- Individual clients · 120 to 345Jan 24, 2024 to Feb 23, 2024
- Financial planning clients · 0 to 101-250Jan 24, 2024 to Feb 23, 2024
- HNW RAUM · $63.9M to $94.4MJan 24, 2024 to Feb 23, 2024
- Individual RAUM · $41.3M to $99.1MJan 24, 2024 to Feb 23, 2024
- Non-discretionary RAUM · $107M to $197MJan 24, 2024 to Feb 23, 2024
Signals
2 dated events
- Evan Blake Welch left Varra Financial for Cwm, Llc (registered 2025-07-15)Jul 14, 2025 · Advisor changed firm · fact
- Varra Wealth Management Llc filed its initial SEC registration (Form ADV)Nov 10, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- office@varrafinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 303-665-2822reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/varra-financial-associatesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- varrafinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303 665 2822reportedpublic record, Form ADV, May 22, 2026
- Contact form
- varrafinancial.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $50.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026