# RAA WEALTH MANAGEMENT, LLC

RAA WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 141526
- Type: SEC-registered investment adviser
- SEC file number: 801-67153
- Location: 13155 NOEL ROAD, SUITE 1800, DALLAS, TX, 75240
- Phone: 972-233-3367
- Latest filing: 2008-02-11
- Regulatory AUM: $985.1M
- Discretionary AUM: $970.5M
- Non-discretionary AUM: $14.5M
- Clients: 11
- Accounts: 1,845

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| SMITH LORINE ANN | EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| FOSTER JONATHAN RICE | MANAGER | — |
| BOCK CYNTHIA CRAMER | SECRETARY | — |
| LILIEN ROBERT JARRETT | CHIEF EXECUTIVE OFFICER/MANAGER; MANAGER | — |
| CURCIO MICHAEL JOHN | MANAGER | — |
| REYES CHRISTOPHER VALENTIN | CFO | — |
| CABALLERO DILIA MARIA | SECRETARY | — |
| EMMONS MICHAEL NEAL | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| WATSON SHARON H | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| FROST SCOTT MICHAEL | PRESIDENT / CEO | — |
| AGARWAL NAVEEN | SENIOR VICE PRESIDENT | — |
| ROBERTS ALFRED STEPHEN | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141526/similar
- Related entities: https://search.stillhousedata.com/firm/141526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.