Carazo Wealth Management

Overview

Carazo Wealth Management is a recently formed, owner-managed limited liability company that registered with the SEC in 2026. The firm positions itself as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. It is classified as an unclassified adviser, is not a capital allocator, and does not identify as an active ESG investor or a multi-state adviser. The firm’s stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for varying client engagements. Services listed are core financial planning and discretionary or non-discretionary portfolio management tailored to individual and small-business clients.

Assets & Accounts

Location & Offices