Sam Valtenbergs
Advisor at Iluka Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sam Valtenbergs is a financial advisor at Iluka Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Mellon Investments and Mellon Capital Management. In addition to his advisory work, he provides data science and software engineering consulting services through Iluka Technologies. Iluka Advisors offers discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, deferred benefit plans, and small businesses. The firm focuses on quantitative strategies, including strategic asset allocation, efficient-frontier optimization, and risk-parity approaches, utilizing diversified portfolios constructed from ETFs, mutual funds, individual stocks, and fixed-income instruments.
Expertise
Based on Iluka Advisors
Tax-loss harvesting
Passive / index investing
Active portfolio management
Fee options
Under $500,000 - $499,999: Negotiated $500,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually
Account minimum: $500,000 Fee-only: Fee-only advisory services
Location
15410 Pozzan Road
Healdsburg, CA 95448
Most active in
Sam V has reported serving >5 clients in these states in the last 12 months.
California
Work history
Iluka Advisors LLC
2024 - Present (2 years)
Iluka Technologies
2023 - Present (3 years)
Extended Travel
2021 - 2023 (2 years)
Mellon Investments
2020 - 2021 (1 year)
Mellon Investments
2018 - 2020 (2 years)
Mellon Capital Management
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Thomas D
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Raymond G
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Index Financial Advisors LLC
Melissa I
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Windsor, CA
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Nace N
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Windsor, CA
Nickel Investment Advisors, Inc.
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