Lava Wealth Management, LLC

Overview

Lava Wealth Management, LLC is a small, fee-based advisory firm that manages discretionary portfolios for both individuals and institutions. The firm charges a percentage of assets under management and runs a portfolio management practice that includes selecting outside advisers and producing periodic investment commentary. Registered with the SEC in 2024 and organized as a limited liability company under individual ownership, Lava positions itself as a capital allocator — blending direct equity exposure with third‑party alternative managers to meet client objectives. Investment preference skews strongly toward public equities: the firm’s stated preference is equities and its largest asset bucket is exchange‑traded securities. Lava is not an active ESG investor and does not operate as a multi‑state adviser. Its advisory activities emphasize tailored portfolio construction for individuals and small businesses, supplemented by the use of external managers for specialty allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices