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LAVA WEALTH MANAGEMENT, LLC

· CRD 167674 · IAPD ↗ · lavawealth.com · 917-751-6077

$42.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2024 — LAVA WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $30.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.