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RRA Wealth
Raphael Roque established RRA Wealth as a Miami-based registered investment advisor, structuring the firm to serve as a centralized investment office for...
RRA Wealth
Raphael Roque established RRA Wealth as a Miami-based registered investment advisor, structuring the firm to serve as a centralized investment office for affluent individuals rather than a commoditized wealth-management storefront. The firm's client base skews toward liquidity-event entrepreneurs, commercial real estate operators, and professional athletes — demographics that require immediate estate planning coordination, concentrated-stock strategies, and post-exit income replacement modeling alongside basic portfolio construction. The firm allocates across public equities, fixed income, private equity funds, private credit, and structured real estate investments, tailoring its weightings to each client's liquidity constraints and sector concentration outside the portfolio. RRA Wealth typically accesses private markets through commingled institutional funds rather than direct co-investments, offering qualified purchasers exposure to middle-market buyout strategies and real estate credit vehicles. The geographic footprint centers on South Florida and New York metro households. The advisory entity operates as a lean practice with Roque serving as the primary investment strategist and relationship manager, supported by tax and estate planning coordination with external law and accounting firms. The firm participates in industry networks to diligence private-fund opportunities, though it maintains no captive fund vehicles or philanthropic foundations of its own. RRA Wealth's structure stands apart from larger multi-family offices by running every client portfolio through a single decision-maker rather than a committee, which concentrates asset-allocation calls in one operator. This architecture trades institutional scalability for highly customized — and individually defensible — investment rationales tailored to the asset concentrations each client family already carries outside the managed account. Succession risk inherent in that model remains the primary structural consideration for the firm.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Frequently asked questions
How does RRA Wealth access private-market investments for clients?
The firm typically uses commingled institutional funds for private equity, private credit, and real estate exposure rather than direct co-investments or proprietary SPVs. This approach allows individual qualified purchasers to gain access to middle-market strategies that would otherwise require far larger minimum commitments. Fund selection is driven by Roque's diligence process across manager meetings, industry networks, and track-record analysis.
What client profile does RRA Wealth primarily serve?
The practice focuses on liquidity-event entrepreneurs, commercial real estate operators, and professional athletes. These clients share a need for concentrated-stock hedging strategies, post-exit income modeling, and tax-efficient portfolio architecture that accounts for assets already held outside the managed account. The firm tailors fixed-income and private-market weightings based on each household's external asset concentration and liquidity requirements.
Is RRA Wealth a single-family office or does it manage external client capital?
RRA Wealth operates as a registered investment advisor managing external client capital, not a single-family office. It is most accurately described as a boutique wealth management practice that employs institutional-style asset allocation for high-net-worth individuals. The firm holds no proprietary fund vehicles or captive balance sheet.
Who makes investment decisions at RRA Wealth?
Raphael Roque serves as the firm's investment strategist and primary decision-maker for portfolio construction, manager selection, and asset allocation. He also manages client relationships directly, with tax and estate planning coordination handled through external law and accounting partners. This single-operator structure means every allocation decision flows through one individual rather than an investment committee.
Does RRA Wealth participate in fund commitments or only direct deals?
The firm participates in fund commitments — allocating client capital to private equity, private credit, and real estate vehicles sponsored by external managers — rather than pursuing direct operating-company investments. Direct deals, co-investments, and proprietary SPVs are not part of the standard client mandate, though individual circumstances may warrant structured alternatives within a broader allocation framework.
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