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LAVA WEALTH MANAGEMENT, LLC
CRD 167674 · SEC 801-131417
NY, United States
Phone
917-751-6077
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.6M
Discretionary AUM
$42.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPublication of periodicalsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $9.5M |
| High net worth individuals | 10 | $29.8M |
| Corporations/business entities | 2 | $713K |
States served
NY, NH
All web addresses on file
Official SEC filing: View on IAPD