# Lava Wealth Management, LLC

> Lava Wealth Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 167674
- Filed as: LAVA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167674
- AdvisorCensus page: https://advisorcensus.com/firm/lava-wealth-management-llc-new-york-ny-167674

## Quick answers

**How is Lava Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lava Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Lava Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $200 to $500 an hour (standalone consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Lava Wealth Management, LLC registered with the SEC or a state?**
Lava Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 167674.

**How much does Lava Wealth Management, LLC manage?**
Lava Wealth Management, LLC reports $42,597,301 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Lava Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Lava Wealth Management, LLC: Regulatory assets under management: $35,492,748 in the October 2025 data and $42,597,301 in the October 2026 data, up 20%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lava Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (10); other (3).

**Which custodians does Lava Wealth Management, LLC use?**
Lava Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lava Wealth Management, LLC 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/167674

**Does Lava Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Lava Wealth Management does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Lava Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $35,492,748 to $42,597,301 (+20%). No longer lists an office in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> Lava Wealth Management does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Minimum annual fee: None

> Lava Wealth Management does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Hourly rate: $200 to $500 an hour (standalone consulting services)

> These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $42,597,301
- Discretionary: $42,597,301
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $9,481,571 |
| High net worth individuals | 10 | $29,847,075 |
| Corporations or other businesses not listed above | 2 | $713,036 |
| Other | 3 | $2,555,619 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $35,492,748 | 1 | June 30, 2025 |
| October 2026 | $42,597,301 | 1 | March 5, 2026 |

Regulatory assets under management: $35,492,748 in the October 2025 data and $42,597,301 in the October 2026 data, up 20%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $35,492,748 to $42,597,301 (+20%).
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lava Wealth Management, LLC (CRD 167674): Form ADV filing data as of October 2026.