Lariat Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,680,170
Total clients
27
48% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,395,562
About
Lariat Wealth Management provides discretionary investment management and integrated financial planning to individual and high‑net‑worth clients, managing roughly $37.7 million across a limited number of client relationships. The firm structures portfolios and planning around each client's objectives, tax considerations and risk tolerance, and typically requires a $1,000,000 minimum to establish a managed relationship.
The firm implements four firm‑designed model portfolios (Growth, Growth & Income, Balanced, and Income) and follows a long‑term, fundamental analysis approach focused on high‑quality, growing companies complemented by fixed income, mutual funds and ETFs. Portfolios are intended to be held for a year or longer, with periodic rebalancing and customization for client restrictions or liquidity needs.
Notable operational features include a requirement that clients custody assets at the firm’s recommended custodian and the practice of directly debiting advisory fees from client accounts (constructive custody). The firm also provides financial planning to portfolio clients at no separate charge, does not vote client proxies (clients retain voting responsibility), and its management includes a CFA charterholder.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Fee options
$0 - $4,999,999: 1.00% $5,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%
Account minimum: $1,000,000
Main office location
Lariat Wealth Management
7887 E. Belleview Avenue, Suite 1100
Denver CO 80111, United States
Number of offices
1
Most active in
Lariat Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")