Carazo Wealth Management
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 342791
- Registered since
- August 11, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carazo Wealth Management is organized as a limited liability company and registered with the SEC in 2026. The firm positions itself as a newly formed advisory practice focused on providing financial planning and portfolio management to individuals and small business owners. It offers a mix of fee arrangements — asset-based fees, hourly billing, and fixed-fee engagements — and does not describe itself as a capital allocator. The adviser is not set up as a multi-state firm, does not list ESG investing as an active focus, and does not describe pension consulting or relationships with other advisers.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Ronald Carazo
PrincipalCRD 2176088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 111 Veterans Memorial Blvd
- Time zone
- CT (UTC-6)
- Office locations
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