$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
8 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2018
- Office Locations
- 2
Office Locations
165 Broadway 23 Floor NEW York NY
-- NEW York NY
About Larrea Wealth Management
Larrea Wealth Management is an independent, privately owned advisory firm based in Manhattan, serving individuals as well as companies, trusts, and charities. The team focuses on integrated financial planning, tax-efficient structuring, and ongoing investment management with a provider-agnostic approach. The practice is founder-led by Aquiles Larrea Jr. and reports ETF-oriented SMA portfolios, with LPL Financial as a custodian.
Team overview
54 AVG AGE
$16.0M AVG AUM / ADVISOR
$222.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AQUILES LARREA JR
Chief Executive Officer, Founder, President
- CRD
- #2413410
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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