SourcingSourcing

VARRA WEALTH MANAGEMENT LLC

C32
CRD 324044·SEC 801-127022·LOUISVILLE, CO
AUM
$305.6M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$917K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VARRA WEALTH MANAGEMENT LLC
CRD
324044
SEC file #
801-127022
EIN
—
DBA names
Varra Financial

Economics

AUM
$305.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$237.5M → $305.6M▲ +29%
Client mix
Individuals Other416
Individuals High Net Worth92
Charitable Organizations16
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
3 advisors → 7 advisors▲ +133%
Primary office
LOUISVILLE CO
Branches
Count1

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/varra-financial-associates(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DUNFORD, CAMERON, FRANKLIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DUNFORD, CAMERON, FRANKLIN
JOHNSON, JAMES, STANLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5589413
Trust Company Affiliate
No

People (7)

7
JOHNSON, JAMES, STANLEY
IAR · Direct Owner · 37.5%
5621121
DUNFORD, CAMERON, FRANKLIN
IAR · Direct Owner · 37.5%
5589413
VARRA, GINA, MARIE
IAR · Direct Owner · 17.5%
4508190
Chanda Nicole Sloat
IAR
7764982
MAHONE TAYLOR TARRALL
IAR
1207694
Christina Frances Hunter
IAR
6223460
Matthew Brian Danaher
IAR
6794514