VALOR WEALTH PARTNERS

Overview

Valor Wealth Partners is an independent registered investment adviser serving individual and family clients, with a client base that includes small business owners. The firm combines financial planning and portfolio management services, offering fee arrangements by percentage of assets under management, hourly engagements and fixed-fee projects. Valor signals a preference for pooled public investment vehicles rather than concentrated single-stock strategies; its filings show a heavy tilt toward mutual funds and other public funds. The firm also identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction where appropriate. Portfolio management appears centered on outsourced or model-driven solutions—public funds and managed accounts—rather than direct security selection. Valor positions itself to deliver discretionary portfolio oversight (its entire AUM is listed as discretionary), with custody concentrated at a single major custodian to support trade execution, reporting and custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices