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Varra Financial

Updated today

Client assets under management

$302,226,845

Clients

508

18% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

85

High

Average account size

$594,935

About

Varra Financial provides portfolio management, pension consulting for retirement plans, and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm reports roughly $305.6 million in regulatory assets under management and serves a little over 500 client accounts.

Investment work is grounded in a written Investment Policy Statement for each client, with methods informed by modern portfolio theory and a long-term trading orientation; VWML documents client risk tolerance and monitors portfolios regularly. The firm offers both discretionary and non‑discretionary services and will request discretionary authority, though client-specific restrictions are accommodated in the IPS.

Notably, as of December 2025 the large majority of VWML’s assets were non‑discretionary ($300,369,417 non‑discretionary vs. $5,227,817 discretionary), meaning most clients retain trading authority rather than delegating full discretion. The firm requires use of SEI Private Trust Co. or LPL Financial as custodians, receives support services from LPL, and discloses that certain supervised persons are registered representatives and licensed insurance agents who may receive commissions; VWML also does not aggregate (block) trades for multiple client accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General tax planning

Fee options

Percentage

$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Commissions

Advisors are registered representatives and insurance agents who accept commission for the sale of securities and insurance products; however, commissions are not the firm's primary source of compensation

Other

Fee-only: Financial planning fixed fees between $2,500 and $25,000

Main office location

Varra Financial

1849 Cherry St., Unit 16

Louisville CO 80027, United States

Number of offices

1

Most active in

California · Colorado · Florida · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chanda S

CFP®, Series 66

Louisville, CO

Varra Financial

Chanda Sloat is a CFP® and holds a Series 66 license with two years of industry experience. She is currently an advisor at Varra Wealth Management LLC, where she has worked since 2024. Prior to this role, she attended the University of Colorado’s Leeds School of Business and has experience with Varra Financial and LPL Financial. Varra Wealth Management LLC is a team advisory firm managing approximately $237.5 million for about 425 clients, including individuals, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and financial planning, employing modern portfolio theory with a long-term trading approach.

Wealth management General tax planning
user avatar

Christina H

CFP®, Series 66

Louisville, CO

Varra Financial

Christina Hunter is a CFP® with 10 years of industry experience, currently serving as an advisor at Varra Wealth Management LLC. Her prior experience includes roles at Transamerica and Ameriprise. She works within a five-advisor team based in Louisville, Colorado. Varra Wealth Management is a team advisory firm managing approximately $237.5 million for around 425 clients, including high-net-worth individuals, charitable organizations, and businesses. The firm focuses on individualized investment policy statements and applies modern portfolio theory with a long-term trading approach, offering portfolio management, pension consulting, and financial planning services.

Wealth management General tax planning
user avatar

Gina V

Series 63, Series 65

Louisville, CO

Varra Financial

Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.

Wealth management General tax planning
user avatar

Cameron D

Series 63, Series 66

Louisville, CO

Varra Financial

Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.

Wealth management General tax planning
user avatar

James J

CFP®, Series 63

Louisville, CO

Varra Financial

James Johnson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Varra Wealth Management LLC. His prior experience includes roles at LPL Financial and COUNTRY Financial. Johnson is also involved with the Rocky Mountain Insurance Network as a solicitor and agent. Varra Wealth Management LLC is a team advisory firm with five advisors managing approximately $237.5 million for around 425 clients. The firm serves individuals, charitable organizations, and business entities, focusing on customized investment policy statements and long-term portfolio management using mutual funds, ETFs, equities, and fixed income.

Wealth management General tax planning
user avatar

Mahone T

Series 63, Series 65

Louisville, CO

Varra Financial

Mahone Tarrall is a financial advisor at Varra Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 1994. Prior to joining Varra Wealth Management in 2026, he spent 11 years with Western Wealth Management LLC. Varra Wealth Management is a team advisory firm serving individuals, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and financial planning, using individualized investment policies and modern portfolio theory with a long-term trading approach.

Wealth management General tax planning
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