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| Valued Retirements Inc
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|---|---|
| CRD # | 114236 |
| SEC # | 801-127700 |
| CIK # | 0002044874 |
| AUM | 190.1 M (2026-04-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 713-821-3243 |
| Address | 710 North Post Oak Road Houston, TX 77024-3894 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 5.3 | ||
| Apple Inc | 3.8 | ||
| iShares Comex Gold Trust | 3.1 | ||
| Microsoft Corp | 1.6 | ||
| Nvidia Corp | 1.3 | ||
| Amazon Com Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 13.8 |
| (b) Individuals (high net worth individuals) | 49 | 175.6 |
| (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 | 1 | 0.7 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 190.1 |
| By Discretionary | ||
| Discretionary | 309 | 190.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 309 | 190.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.1 | |
| Total | 309 | 190.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044874] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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