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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.
Lariat Wealth Management
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).
Who are the key principals at Lariat Wealth Management?
No named principals are publicly listed in regulatory filings, press, or professional networks. The firm operates with a low public profile (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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