Carazo Wealth Management

Overview

Carazo Wealth Management is organized as a limited liability company and registered with the SEC in 2026. The firm positions itself as a newly formed advisory practice focused on providing financial planning and portfolio management to individuals and small business owners. It offers a mix of fee arrangements — asset-based fees, hourly billing, and fixed-fee engagements — and does not describe itself as a capital allocator. The adviser is not set up as a multi-state firm, does not list ESG investing as an active focus, and does not describe pension consulting or relationships with other advisers.

Assets & Accounts

Location & Offices