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- Custodian
- LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-09-2022
- Office Locations
- 1
Office Locations
About Varra Financial
Varra Wealth Management (Varra Financial) is a Colorado RIA serving business owners, pre-retirees, and young professionals with financial planning and investment advisory support through major milestones—from start-up to sale and into retirement. The firm emphasizes a collaborative, multi-generational team model so multiple advisors know each client’s plan. Portfolios commonly use asset allocation with ETFs, mutual funds, and fixed income; supports LPL Financial and SEI custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CAMERON FRANKLIN DUNFORD
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5589413
- Ownership
- 25% but less than 50%
JAMES STANLEY JOHNSON
Chief Compliance Officer, President
- CRD
- #5621121
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Matthew Brian Danaher
Financial Advisor
- CRD
- #6794514
Chanda Nicole Sloat
Financial Advisor
- CRD
- #7764982
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,227,817 | $580,869 |
| Non-Discretionary | $300,369,417 | $250,517 |
| Total | $305,597,234 | $252,978 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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