# Larrea Wealth Management

> Larrea Wealth Management is a state-registered investment advisory firm in New York, NY, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 129649
- Filed as: LARREA WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129649
- AdvisorCensus page: https://advisorcensus.com/firm/larrea-wealth-management-new-york-ny-129649

## Quick answers

**How is Larrea Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Larrea Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Larrea Wealth Management located?**
Larrea Wealth Management's principal office is in New York, NY, according to its Form ADV.

**Is Larrea Wealth Management registered with the SEC or a state?**
Larrea Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 129649.

**How much does Larrea Wealth Management manage?**
Larrea Wealth Management reports $16,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Larrea Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (20).

**Does Larrea Wealth Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129649

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,000,000
- Discretionary: $16,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $1,000,000 |
| High net worth individuals | 20 | $15,000,000 |
| Banking or thrift institutions | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129649

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larrea Wealth Management (CRD 129649): Form ADV filing data as of October 2026.