LARIAT WEALTH MANAGEMENT

Overview

Lariat Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individuals and families with financial planning and portfolio management. The firm charges fees based on a percentage of assets under management and directs a concentrated portfolio approach that favors exchange-traded equities. Its client base is primarily individual and family households and small-business owners rather than institutional or pension clients. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not advertise family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices