DBA: VARRA FINANCIAL
| Total AUM | $305.6M |
| Discretionary | $5.2M2% of AUM |
| Non-Discretionary | $300.4M |
| Client Accounts | 1,208 |
| Avg Account Size | $253K |
| Employees | 8 |
| Peak AUM | $305.6MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $306M | +28.7% | +41.9% | — | |
| Discretionary AUM | $5M | ||||
| Total AUM | $305.6M |
| Discretionary | $5.2M |
| Employees | 8 |
| Client Accounts | 1208 |
| Client Range | 251-500 |
Address
1849 CHERRY ST.
LOUISVILLE CO 80027
Phone
303 665 2822
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5M
1.7% of AUM
Non-Discretionary
$300M
98.3% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
No related registrations reported
Total AUM
$306M
| — |
| — |
| — |
| Non-Disc. AUM | $300M | +26.5% | +41.1% | — |
| Total Accounts | 1k | +7.8% | +40.2% | — |
| Avg Account Size | $252,977.843 | +19.4% | +1.2% | — |
| Employees | 8 | +33.3% | +26.0% | — |
| AUM / Employee | $38M | 3.5% | +12.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $302M | +28.9% | +42.2% | — | |
| Institutional AUM | $3M | +11.7% | +25.9% | — | |
Client Count Segments | |||||
| HNW Clients | 416 | +15.9% | +51.3% | — | |
| Institutional | 17 | +240.0% | +157.1% | — | |
| Individuals | 92 | +39.4% | +39.3% | — | |