Richard Alfred Newman
Investment adviser representative at Lava Wealth Management, LLC
38 yearsExperience
1 stateRegistered in
$42.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
38 years in the industry.
- Lava Wealth Management, LLCJun 2013 to now
- Atlantis AssociatesJan 1988 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lava Wealth Management, LLC
$42.6MAssets managed
34Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4732664
- Firm CRD
- 167674