Valentine Wealth Management

Overview

Valentine Wealth Management is an Indiana-based independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and bills using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars or workshops. The firm is not positioned as a capital allocator or an active ESG investor. An accounting affiliation is noted, suggesting close coordination with tax or accounting professionals for client work.

Assets & Accounts

Public Holdings

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Location & Offices