Larrea Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,000,000
Clients
51
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$313,725
About
Larrea Wealth Management is a state‑registered advisory firm that provides financial planning and investment advice to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, and small businesses. The firm also operates a membership website for 401(k) plan participants that delivers structured retirement‑planning guidance and tiered content access.
The firm prepares written financial plans, conducts periodic portfolio reviews (annually or quarterly for retainer clients), and advises on asset allocation and related planning issues, while clients retain responsibility for implementing recommendations. Larrea Wealth does not take custody of client assets or exercise investment discretion; the brochure notes that implementation may occur through separate brokerage or insurance channels and that client account statements come from the executing firms.
The brochure discloses that the firm’s principal also acts as a registered representative with a broker‑dealer, an investment adviser representative with an affiliated adviser, and a licensed insurance agent—roles that the firm describes as occupying substantial portions of the principal’s time and that create potential conflicts of interest. The firm also reports a prior regulatory consent relating to an insurance matter, a disciplinary disclosure that is uncommon among solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
General tax planning
General estate planning guidance
Fee options
Fixed fees for written financial plans ranging from $3,950 to $20,000; Annual retainer fees up to $20,000 billed quarterly; 401K Power membership fees: Bronze $87/month, Silver Basic $187/month, Silver Premium $267/month, Gold $287/month
Commissions on securities and insurance products through affiliated registered representative and insurance agent activities (not part of LWM advisory fees)
Up to $300 per hour for financial planning
Fee-only: Hourly financial planning fee up to $300; Fixed fees for written financial plans range from $3,950 to $20,000; Annual retainer fees up to $20,000 billed quarterly
Main office location
Larrea Wealth Management
165 Broadway 23 Floor
New York NY 10006, United States
Number of offices
1
Most active in
Larrea Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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