Valence Wealth

Overview

Valence Wealth is organized as a limited liability company and appears to operate as a fee-for-service advisory practice focused on individuals and small businesses. The firm lists financial planning and discretionary portfolio management for individuals/small businesses as core advisory activities and also provides manager selection services, indicating it can act as a conduit to outside managers or subadvisors. Valence Wealth reports a fixed-fee billing model and identifies itself as a capital allocator. Operational attributes disclosed in the available data include an individual owner type, no active ESG investing stance, and a single-state focus rather than multi-state advising. The firm is not described as a pension consultant or as part of a related-adviser structure. An industry affiliation with an insurance company is noted.

Assets & Accounts

Location & Offices