Varra Wealth Management Llc
- Regulatory AUM
- $306M
- Discretionary
- $5.2M
- Clients
- 525
- Avg AUM / client
- $582K
- Accounts
- 1,208
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 416 | $116M | 38.1% |
| High net worth individuals | 92 | $186M | 60.8% |
| Charitable organizations | 16 | $2.5M | 0.82% |
| Corporations and other businesses | 1 | $855K | 0.28% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gina Marie Varra | President | Jan 2011 (16y) | 50% – 75% | |
| Cameron Franklin Dunford | Partner | Jul 2018 (8y) | 10% – 25% | |
| James Stanley Johnson | Partner & Cco | CFP | Jan 2021 (6y) | 10% – 25% |
| Chanda Nicole Sloat | Registered representative | CFP | Jan 2024 (3y) | |
| Mahone Taylor Tarrall | Registered representative | Feb 2026 (0y) | ||
| Matthew Brian Danaher | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- SEI Private Trust $275M (90% of AUM) May 2026
- LPL Financial $30.6M (10% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗