Valentine Wealth Management
Firm details
- Headquarters
- Seymour, Indiana
- CRD number
- 330269
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.84%
- Individuals38.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Valentine Wealth Management is an independent, owner-operated limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, offers pension consulting services and runs educational seminars and workshops. Its fee arrangements include percentage-of-assets, hourly billing and fixed fees. The firm does not characterize itself as an active ESG investor and operates from a single-state footprint. An affiliation with an accountant is noted among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities7%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Benjamin Kuhlman
Investment Adviser RepresentativeCRD 7738833
Logan Valentine
Founder & CCOCRD 7228030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seymour, IN
Jackson
Location
Seymour, IN
Headquartered in Seymour, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Jackson
- Address
- 208 W 2nd St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Salt Light Investing For The Good
RIASeymour, IN
Del Principe O'Brien Financial Advisors
RIAIndianapolis, IN
Devotion Capital Management
RIASouth Bend, IN
Midwest Investment And Retirement Management, Inc.
RIASaint John, IN
Relevant Financial Advisors LLC
RIAElkhart, IN
Trust Investment Advisors Wealth Management, LLC
RIACarmel, IN