VARRA FINANCIAL

Legal name: VARRA WEALTH MANAGEMENT LLC

CRD 324044File 801-127022

APPROVED

Retail clients

Filing as of May 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$305.6M

Below cohort median (national)

Discretionary AUM

$5.2M

Non-discretionary $300.4M

Clients

525

1,208 accounts

Employees

Below cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 9, 2022
Principal office: 1849 CHERRY ST., UNIT 16, LOUISVILLE, CO, 80027
Phone: 303 665 2822
Website: https://varrafinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $305.6M
Discretionary AUM: $5.2M
Non-discretionary AUM: $300.4M
Discretionary accounts: 9
Non-discretionary accounts: 1,199
Total accounts: 1,208
AUM per client: $582K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$855K
Charitable organizations	16	$2.5M
High net worth individuals	92	$185.9M
Individuals (other than high net worth individuals)	416	$116.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.