Valoria Wealth Management LLC
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, owner-operated registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Valoria identifies as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator; its business model centers on direct advisory relationships rather than institutional manager-of-managers services.
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
, null
Location
, null
Headquartered in , null.
- Office locations