LARREA WEALTH MANAGEMENT

LARREA WEALTH MANAGEMENT of NEW YORK, NY is an SEC-registered investment adviser (CRD 129649). Regulatory assets under management: $16.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 129649
• Type: Registered investment adviser
• Location: 165 BROADWAY 23 FLOOR, NEW YORK, NY, 10006
• Phone: 2123908918
• Latest filing: 2026-03-30
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search