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- Custodian
- Assetmark · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- Pathway timberHorizon
- Established Date
- 02-10-2021
- Office Locations
- 1
Office Locations
About Lulla Wealth Financial
LULLA Wealth Financial is a Vero Beach, FL-based RIA providing integrated financial planning and ongoing investment management for individuals and families. The firm builds centralized plans spanning retirement, tax, insurance, estate and legacy needs and adjusts guidance as circumstances change. Portfolios are largely ETF-based with meaningful U.S. government/agency bond exposure, and the firm supports relationships through Fidelity/NFS. Fees are AUM-based (capped at 1.5%) or hourly, and the initial meeting is complimentary.
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Owner & Executives
LUIS HUMBERTO WHU
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5468985
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,810,368 | -- |
| Total | $17,810,368 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,810,368
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $695,472,025 | 16.4% |
| U.S. Government/Agency | $1,170,428,530 | 27.6% |
| Public Funds | $1,085,614,868 | 25.6% |
| Cash | $1,289,167,656 | 30.4% |
| Total | $4,240,683,079 | 100.0% |