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LARREA WEALTH MANAGEMENT

CRD 129649

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165 BROADWAY 23 FLOOR, NEW YORK, NY, 10006, United States

Phone

2123908918

Fax

212 390-8913

Registration

— (—)

Source

State registered

Total AUM

$16.0M

Discretionary AUM

$16.0M

Team

1 total employees; 1 advisory reps; 21 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals31$1.0M
High net worth individuals20$15.0M

All web addresses on file

Official SEC filing: View on IAPD