Valkyrie Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,539,893
Total clients
17
82% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$2,678,817
About
Valkyrie Private Wealth Management serves individual and high-net-worth clients with ongoing, discretionary portfolio management and integrated financial planning. The firm constructs individualized Investment Policy Statements and implements portfolios composed mainly of equities, mutual funds, ETFs, and fixed‑income securities, charging asset‑based advisory fees.
The firm combines fundamental and technical analysis and employs long‑term trading alongside options strategies, including covered and uncovered option positions, which can increase portfolio risk. It generally requires discretionary trading authority, may use model allocations customized to client restrictions, and provides regular portfolio monitoring and written reports.
Distinctive features include a small, recently formed practice managing roughly $45 million across a limited number of client relationships, and a principal who maintains broker‑dealer registration and may offer commissionable products—conflicts of interest that are disclosed in client files. The adviser also requires clients to custody assets at a specific institutional custodian and receives related research and services (soft‑dollar benefits), which can affect brokerage selection and the resources available to the firm.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: Negotiable
Main office location
Valkyrie Private Wealth Management
Ammon ID, United States
Number of offices
1
Most active in
Valkyrie Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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