Lariat Wealth Management

Overview

Lariat Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients (including small-business owners) and bills on a percentage-of-AUM fee model. Its core advisory work is financial planning and discretionary portfolio management for individuals and small businesses. Filings show the firm does not act as a capital allocator to third‑party managers, does not position itself as an ESG investor, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices