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VARRA FINANCIAL

LOUISVILLE, CO · CRD 324044 · IAPD ↗ · varrafinancial.com · 303 665 2822

$305.6MRegulatory AUM
7Advisory reps
8Employees
19Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — VARRA WEALTH MANAGEMENT LLC is now doing business as VARRA FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2026 — VARRA FINANCIAL reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — VARRA FINANCIAL reported RAUM up 29% ($237.5M -> $305.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — VARRA FINANCIAL grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2024 — VARRA WEALTH MANAGEMENT LLC reported RAUM up 84% ($106.9M -> $196.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — VARRA WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
March 2024 — VARRA WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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