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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2021
- Office Locations
- 1
Office Locations
About Lariat Wealth Management
Lariat Wealth Management is a Denver, CO fee-only RIA offering financial planning and investment management for women, busy professionals, retirees, and legacy-focused families, as well as nonprofits/foundations (incl. under $100mm). The firm uses a conservative, contrarian, fundamentals-driven process—building portfolios with individual securities complemented by mutual funds and ETFs—and coordinates with CPAs and estate attorneys. Assets are held at third-party custodians; no commissions. Founded in 2021 by CFA charterholder Maia Babbs (ex institutional equity research).
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Owner & Executives
MAIA ANDREA BABBS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4154898
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,680,170 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,680,170 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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