RIA Intel›Advisers›Florida›LULLA WEALTH FINANCIAL, LLC

LULLA WEALTH FINANCIAL, LLC

Advisory

VERO BEACH, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL

#2,028

of 2,610 advisers by AUM

Average account

$133K

across 134 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$18M

Discretionary %

0%

Clients

77

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients77

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

HPA FINANCIAL GROUP, LLC

$18M

HIGHRISE WEALTH MANAGEMENT CORP

MIAMI, FL

$18M

NEW ERA ADVISORY, LLC

ORLANDO, FL

$18M

RWF WEALTH MANAGEMENT LLC

$18M

BRICKELL FINANCIAL GROUP LLC

MIAMI, FL

$18M

WORTHYNEST LLC

$18M

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