# Lula Financial

Lula Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lulafinancial.com

## Regulatory record

- **CRD number:** 293538
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293538

## About

Lula Financial is a financial advisory firm. The firm's advisors include Amie Shapiro and Benjamin Packard, who provide financial planning and investment advice to help clients achieve financial security.

## Questions

### How can a GP or allocator conduct due diligence on Lula Financial?

Due diligence must rest entirely on bilateral information-sharing, mutual-network references, and direct document exchange. No third-party research report, regulatory filing, or media profile provides an independent fact base to anchor an initial screen.

### Does Lula Financial co-invest with external partners?

The firm's co-investment posture is unknown. No syndicate appearances, LP advisory-board memberships, or publicly disclosed club-deal participations have been identified.

## Related profiles

- [Hazelview Securities](https://altss.com/profile/hazelview-securities-inc)
- [Donaldson Financial Wellness Network](https://altss.com/profile/donaldson-financial-wellness-network-llc)

---

Last updated: 2026-07-10T07:46:49.000Z

Canonical page: https://altss.com/profile/lula-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology