Valoria Wealth Management LLC
RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$597K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329346
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56%
- Individuals44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valoria Wealth Management LLC is an independent, privately held RIA organized as an LLC that focuses on individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm bills through a mix of AUM-based fees, hourly charges, and fixed fees. Public-facing material indicates an ESG investment stance, suggesting ESG considerations are incorporated into client portfolios or manager selection.
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
Maria Castillo Dominguez
FOUNDER, CEO, CCOCRD 6162011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations