Lulla Wealth Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,810,368
Total clients
77
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$231,303
About
Lulla Wealth Financial provides personalized investment advisory and wealth management services to individuals and families, including high net worth clients. The firm offers non-discretionary investment management, financial planning, family office–style services, and selection and monitoring of third‑party money managers and turnkey asset management programs.
Lulla’s investment work is conducted on a non‑discretionary basis: clients and the firm develop investment objectives and asset allocation together, and clients approve securities transactions and select their custodians or brokers. The firm also evaluates and recommends unaffiliated investment programs and monitors those managers on an ongoing basis to assess alignment with client goals.
What is distinctive about Lulla compared with most independent advisers is its exclusively non‑discretionary model for approximately $15.9 million in managed assets—a structure that is uncommon in the independent channel. The firm combines that non‑discretionary approach with wealth‑planning services and the ability for its advisers to act as licensed insurance agents (which can result in commissions on fixed insurance sales), a mix of services and potential conflicts the brochure discloses and describes how the firm addresses.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax planning, estate planning
Expertise
Wealth management
Annuities
Options & derivatives strategies
Fee options
Flat fees for planning services, minimum $2,500 annually
Certain IARs may receive commissions for sale of fixed insurance products
Minimum hourly fee for planning services is $250, negotiated based on complexity
Account minimum: $250,000 Minimum fee: Minimum annual flat fee for planning services is $2,500, billed quarterly in arrears Fee-only: Fee-only investment advisory firm; no commissions for securities
Main office location
Lulla Wealth Financial
4731 Highway A1 A, Suite 227
Vero Beach FL 32963-5401, United States
Number of offices
1
Most active in
Lulla Wealth Financial has reported serving >5 clients in these states in the last 12 months.
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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