Advisor at Valkyrie Private Wealth Management
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Firm
Valkyrie Private Wealth Management
Location
Ammon, ID
Credentials
CFA®, Series 66
Industry experience
20 years
Naumdar Akhavan is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is the principal of Valkyrie Private Wealth Management and has prior experience at Morgan Stanley as well as ongoing roles with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Valkyrie Private Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning, using a combination of fundamental and technical analysis along with options strategies. The firm manages approximately $45 million across a limited number of client relationships and provides customized investment solutions with regular portfolio monitoring.
Based on Valkyrie Private Wealth Management
$0 - $1,000,000: 1.00% $1,000,001+: Negotiable
Ammon, ID
California · Idaho
Valkyrie Wealth LLC
2023 - Present (3 years)
Mutual Securities, Inc.
2016 - Present (10 years)
Summit Wealth and Retirement Partners
2016 - Present (10 years)
Morgan Stanley
2014 - 2016 (2 years)
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