Raa Wealth Management, LLC is a large advisory firm based in Dallas. It manages $985.06 million of regulatory assets for 1,845 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 39 other states.
Raa Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 1,200 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Raa Wealth Management, LLC is $985.06 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Raa Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dilia Maria Caballero joined the executive team most recently as the Secretary.
The principal office where Raa Wealth Management, LLC performs its advisory services is located at 13155 Noel Road, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-233-3367 or by fax 972-233-3188. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.raa.com.