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 a recently formed, owner-managed limited liability company that registered with the SEC in 2026. The firm positions itself as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. It is classified as an unclassified adviser, is not a capital allocator, and does not identify as an active ESG investor or a multi-state adviser. The firm’s stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for varying client engagements. Services listed are core financial planning and discretionary or non-discretionary portfolio management tailored to individual and small-business clients.
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
Location
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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