LARREA WEALTH MANAGEMENT

Overview

Larrea Wealth Management is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm combines advisory services with insurance brokerage, positioning itself to integrate investment portfolios with insurance and annuity solutions when appropriate. Investment activity is heavily tilted toward publicly traded equities—management shows a clear preference for exchange-traded instruments as the core of client portfolios—while using fees structured as a mix of percentage of AUM, hourly charges and fixed fees to serve a range of client needs. Decision-making appears concentrated and hands-on: all reported assets are managed on a discretionary basis, which suggests the firm implements and adjusts portfolios without seeking client approval for each trade. Larrea Wealth Management does not self-identify as an active ESG investor, and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices