LAVA Wealth Management, LLC
SEC RegisteredGetting to the core of what matters.
About the firm
Lava Wealth Management is a truly independent investment advisor based out of Montauk and New York City. They aim to achieve reasonable growth with great attention to capital preservation, working with intelligence and great integrity to help clients achieve their investment goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment advisory services, including understanding client risk tolerance and building a portfolio suited to their goals and needs.
Who they serve
Clients with different needs and goals seeking a client-centered approach to investing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $9.5M |
| High Net Worth Individuals | 10 | $30M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $250,000 | 1.50% |
| $250,001 to $2,000,000 | 1.25% |
| Above $2,000,000 | 1.00% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAVA Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched