|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Valoir Wealth LLC
✚
|
|
|---|---|
| CRD # | 333305 |
| SEC # | 801-131446 |
| CIK # | |
| AUM | $44.1 M (2025-07-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-505-2845 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 5.0 |
| (b) Individuals (high net worth individuals) | 23 | 39.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 44.1 |
| By Discretionary | ||
| Discretionary | 38 | 44.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 44.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.1 | |
| Total | 38 | 44.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Romen Capital Management LLC
✚
|
0.0 | |
|
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
|
KPC Terrapin Group LLC
✚
|
NY | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Build Asset Management LLC
✚
|
MO | 0.0 |
|
Double DUTY Money Management LLC
✚
|
NY | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
|
Blue Heron Infrastructure Inc
✚
|
0.0 | |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |