Varra Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Varra Wealth Management reports 525 clients. They include 416 individual clients, 92 high-net-worth individuals and 16 charitable organizations. Of its assets, 1.7% ($5.23M across 9 accounts) are managed with discretion; $300M across 1,199 accounts are not. It advised 19 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 38% |
| High-net-worth individuals | 18% | 61% |
| Charitable organizations | 3% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 416 | $116M | 38.1% | $280K |
| High-net-worth individuals | 92 | $186M | 60.8% | $2.02M |
| Charitable organizations | 16 | $2.52M | 0.8% | $157K |
| Corporations and other businesses | Fewer than 5 | $855K | 0.3% | $855K |
| Total | 525 | $306M | 100% | — |
- Clients
- 416
- Regulatory AUM
- $116M
- AUM share
- 38.1%
- Avg. per client
- $280K
- Clients
- 92
- Regulatory AUM
- $186M
- AUM share
- 60.8%
- Avg. per client
- $2.02M
- Clients
- 16
- Regulatory AUM
- $2.52M
- AUM share
- 0.8%
- Avg. per client
- $157K
- Clients
- Fewer than 5
- Regulatory AUM
- $855K
- AUM share
- 0.3%
- Avg. per client
- $855K
Total
- Clients
- 525
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 19
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Varra Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance or in arrears. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee for creating a financial plan, negotiated between $2,500 and $25,000; 50% may be paid in advance.
- Pension consulting
- Asset-based fee of 0.50% on assets up to $2,000,000 and 0.40% above, billed monthly in arrears; these fees are generally negotiable.
Cameron Dunford owns 25% to 50% of Varra Wealth Management. The leadership team of Varra Wealth Management includes President James Johnson. It has 8 employees, 7 of them in advisory roles.
Leadership
- James JohnsonPresident, CCO
- Cameron DunfordCEO
- Gina VarraPartner, Founder
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Matthew Brian Danaher
- Cameron Franklin Dunford
- James Stanley Johnson
- Chanda Nicole Sloat
- Gina Marie Varra
Staff
- 8 employees
- 7 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 6 insurance agents
- Owns 25% to 50% of Varra Wealth Management LLC
Cameron Dunford
Control person · since July 2018
- Owns 25% to 50% of Varra Wealth Management LLC
James Johnson
Control person · since January 2021
- Owns 10% to 25% of Varra Wealth Management LLC
Gina Varra
Control person · since January 2011
Varra Wealth Management’s regulatory assets grew 2.9× from $107M (May 2023) to $306M (May 2026); clients rose from 155 to 525 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $306M | 525 | 8 | 1 |
| Jul 2025July 2025 | $238M | 430 | 5 | 1 |
| May 2024May 2024 | $197M | 403 | 5 | 1 |
| May 2023May 2023 | $107M | 155 | 4 | 1 |
Besides its headquarters, Varra Wealth Management has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1849 Cherry St., Unit 16, LouisvilleHQ
Other business names
Varra Wealth Management has reported 1 other business name to the SEC.
- Varra Financial
Contact and registration details
- Legal name
- Varra Wealth Management LLC
- Headquarters
- 1849 Cherry St., Unit 16, Louisville, CO 80027
- Website
- varrafinancial.com
- Phone
- 303-665-2822
- @varra-financial-associates
- SEC file
- 801-127022
- Structure
- Colorado LLC
- Fiscal year end
- December
Varra Wealth Management’s named custodians for separately managed accounts are SEI Private Trust ($275M, 90%) and LPL Financial ($30.6M, 10%). Varra Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $30.6M10%
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $275M90%
At year end, Varra Wealth Management’s separately managed accounts were mostly in funds (62%) and bonds (22%).
What the accounts hold
- Stocks8%
- Funds62%
- Bonds22%
- State and local bonds10%
- Investment grade corporate bonds6%
- U.S. government and agency bonds4%
- High-yield corporate bonds2%
- Cash8%
How many clients does Varra Wealth Management have?
Varra Wealth Management has 525 clients and manages $306 million for them, as of May 2026. They include 416 individual clients, 92 high-net-worth individuals and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Varra Wealth Management offer?
Varra Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Varra Wealth Management charge?
Varra Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance or in arrears.
Source: FORM ADV PART 2A - VARRA WEALTH MANAGEMENT LLC, filed 8 October 2026
Which custodians does Varra Wealth Management use?
Varra Wealth Management’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $275M and LPL Financial LLC (Fort Mill, SC), with $30.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Varra Wealth Management have?
Varra Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Varra Wealth Management invest in?
At the end of its last fiscal year, Varra Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 8% exchange-traded equities, 8% cash and equivalents, 6% investment grade corporate bonds, 4% U.S. government and agency bonds and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Varra Wealth Management?
Varra Wealth Management’s direct owners are Gina Varra, Cameron Dunford and James Johnson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Varra Wealth Management get paid?
Varra Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Varra Wealth Management?
Varra Wealth Management’s main office is at 1849 Cherry St., Unit 16, Louisville, CO 80027. Its phone number is 303-665-2822. Its website is varrafinancial.com.