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LARIAT WEALTH MANAGEMENT
LARIAT WEALTH MANAGEMENT LLC
CRD 313820
7887 E. BELLEVIEW AVENUE, SUITE 1100, DENVER, CO, 80111, United States
Phone
303-506-7739
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.7M
Discretionary AUM
$37.7M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.8M |
| High net worth individuals | 13 | $33.9M |
All web addresses on file
Official SEC filing: View on IAPD