$42.6M Total AUM
$42.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
5 Bryant Park 10th Floor NEW York NY
About Lava Wealth Management, LLC
Lava Wealth Management is an independent RIA based in Montauk and New York City, providing relationship-based, client-centered portfolio management. The firm aligns portfolios to risk tolerance with an emphasis on capital preservation and reasonable growth, implemented primarily with ETFs and public funds. Client assets are custodied at Schwab and Fidelity/NFS, and the founder regularly publishes market and decision-making commentary.
Team overview
57 AVG AGE
$42.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
RICHARD ALFRED NEWMAN
Chief Compliance Officer, Managing Member
- CRD
- #4732664
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,597,301 | $698,316 |
| Non-Discretionary | $0 | -- |
| Total | $42,597,301 | $698,316 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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