Advisor at Lilac Wealth, LLC
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Steven Walraven is a CFA charterholder and holds a Series 66 license with 10 years of industry experience. He is the sole advisor at Lilac Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Compound Advisers, MassMutual, Lenox Advisors, RIM Securities, and Rochdale Investment Management. Lilac Wealth is a newly registered investment adviser serving high-net-worth and ultra-high-net-worth individuals. The firm offers comprehensive wealth management, financial planning, investment management, and administrative services, employing a portfolio approach grounded in modern portfolio theory with access to alternative investments and cryptocurrencies.
Flat fees for financial planning and comprehensive wealth management services as described in fee tiers and schedules
$1 - $3 million: $15,000 per year (flat fee) $3,000,001 - $5 million: $20,000 per year (flat fee) $5,000,001 - $10 million: $30,000 per year (flat fee) $10,000,001 - $25 million: $40,000 per year (flat fee) $25,000,001 - $50 million: $60,000 per year (flat fee) $50,000,001+: Negotiable flat fee
Account minimum: $1,000,000 Minimum fee: Comprehensive Wealth Management fees range from $15,000 to $60,000 per year depending on asset size, negotiable above $50 million; Financial Planning fees up to $20,000 per year; Bill Pay & Bookkeeping fees $2,500-$5,000 per month Fee-only: Fees are flat fees, negotiable, no commissions charged
Venice, CA
California · Texas
Lilac Wealth, LLC
2025 - Present (1 year)
Time off/unemployed
2023 - 2025 (2 years)
Compound Advisers, INC.
2021 - 2023 (2 years)
Massmutual Life Insurance Company
2017 - 2021 (4 years)
Mass Mutual Investors Services
2017 - 2021 (4 years)
Lenox Advisors, Inc.
2017 - 2021 (4 years)
RIM SECURITIES
2013 - 2017 (4 years)
Rochdale Investment Management
2013 - 2017 (4 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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