Valence Financial

Overview

Valence Financial is organized as a limited liability company and registered with the SEC in 2026. The firm is newly formed and positions itself as a fee‑based adviser that charges a percentage of assets under management. Its primary advisory activities are financial planning and discretionary portfolio management for individuals and small-business clients. Ownership is recorded as a combination of a domestic entity and an individual. The firm describes a straightforward retail advisory focus rather than institutional or pension consulting work; it is not identified as a capital allocator or an ESG‑focused manager. Valence Financial is also not listed as a related adviser to any other registered entity.

Assets & Accounts