Valor Wealth Partners

RIASEC Registered

Total AUM

$63.5M

Discretionary

$63.5M

100% of AUM

Avg account

$200K

Accounts

317

Employees

4

Advisory reps

3

Firm details

Headquarters: Washington, District of Columbia
CRD number: 315179
Website: www.valorwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.14%
Individuals42.86%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Valor Wealth Partners is an independent, individually owned registered investment adviser organized as an LLC that serves individuals and families. Its core services are financial planning and portfolio management for individual and small-business clients. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Valor identifies as an active ESG investor and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Cash & Cash Equivalents3%

Contacts

3 of 3

Zubin Kapur
Financial PlannerCRD 7897981
Edward Smith
President and FounderCRD 4091288
Amanda Lique
Director of Operations & PartnerCRD 7238139

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: District Of Columbia
Address: 1200 G St Nw
Time zone: ET (UTC-5)
Office locations

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