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RIA · CRD 313820State-Registered Investment Adviser

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Lariat Wealth Management

Lariat Wealth Management is a woman-founded, independent fiduciary offering financial guidance and investment management tailored to clients.

Overview

Lariat Wealth Management is a woman-founded, independent fiduciary offering financial guidance and investment management tailored to clients. Services combine financial planning and investment management with a personalized approach. The firm uses a conservative, contrarian, research-driven investment process and serves individuals, families, and non-profits/foundations.

General information

Firm type

RIA

Year founded

2021

Principals

Maia Babbs

Founder

Frequently asked questions

Is Lariat Wealth Management registered with regulators?

Yes, the firm is registered as an investment advisor with the SEC or state securities authorities, which requires annual disclosures of assets under management, but no such figures have been made public (per SEC, 2026).

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