Valkyrie Private Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 325524
- Website
- www.valkyriewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.28%
- Individuals0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valkyrie Private Wealth Management is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm bills on a percentage-of-assets-under-management basis and provides financial planning and portfolio management services targeted at individuals and small businesses. Valkyrie does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to external managers.
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 Funds60%
- Exchange Traded Equities35%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
1 of 1
Naumdar Akhavan
Founder & Portfolio ManagerCRD 4914714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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