Valor Wealth Management LLC
RIASEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
100% of AUM
Avg account
$373K
Accounts
40
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 285936
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valor Wealth Management LLC is an independent, individual-owned registered investment adviser serving individuals and families. The firm bills on a percentage-of-assets-under-management basis and offers financial planning and discretionary portfolio management, including services for small businesses. Valor does not position itself as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds78%
- Exchange Traded Equities14%
- Cash & Cash Equivalents7%
Contacts
1 of 1
James Mehrman
OwnerCRD 5650061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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