# Carazo Wealth Management

> Carazo Wealth Management is an SEC-registered investment advisory firm in Metairie, LA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 342791
- Filed as: CARAZO WEALTH MANAGEMENT
- Legal name: RON Carazo and Associates, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Metairie, LA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342791
- AdvisorCensus page: https://advisorcensus.com/firm/carazo-wealth-management-metairie-la-342791

## Quick answers

**How is Carazo Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Carazo Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Carazo Wealth Management charge?**
Its Form ADV Part 2A brochure dated July 1, 2026 states: Hourly rate: $250 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Carazo Wealth Management located?**
Carazo Wealth Management's principal office is in Metairie, LA, according to its Form ADV.

**Is Carazo Wealth Management registered with the SEC or a state?**
Carazo Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342791.

**How much does Carazo Wealth Management manage?**
Carazo Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 11, 2026.

**Does Carazo Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342791

**Does Carazo Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Carazo Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Hourly rate: $250 an hour (financial planning and consulting)

> Hourly fee services are offered based on an hourly fee of $ 250 per hour. Fees for financial plans are billed upon completion of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carazowealth.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carazo Wealth Management (CRD 342791): Form ADV filing data as of October 2026.