LULLA WEALTH FINANCIAL

Overview

Lulla Wealth Financial operates as an independent, owner-managed registered investment adviser serving individual and family clients. The firm focuses on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Its stated fee mix includes percentage-of-AUM, hourly and fixed-fee arrangements, and it functions as a capital allocator — sourcing and placing client capital with third-party managers when appropriate. Investment activity shows a clear equity preference: exchange-traded equities make up the largest portion of assets under management. At the same time Lulla Wealth Financial deploys client capital into alternative strategies through external managers, and it supplements public-market exposure with mutual funds, annuities and corporate debt as part of multi-vehicle client portfolios. The firm reports all managed assets as non-discretionary on record, which indicates client-directed or consultative engagement models in many relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices