V
Valor Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,353,816
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$291,123
About
Valor Wealth Management is a small independent registered investment adviser managing roughly $11.35 million for 39 clients. The firm provides discretionary portfolio management and financial planning services for individuals (including high‑net‑worth clients), corporations, charities, and pension or profit‑sharing plans, and typically charges fees as a percentage of assets under management.
The firm’s investment process emphasizes fundamental analysis and constructs customized portfolios primarily using exchange‑traded funds, stocks, and bonds to match clients’ objectives, time horizons, and risk tolerances. Portfolios are managed on a discretionary basis, the adviser performs weekly internal reviews and meets with clients semi‑annually, and clients may impose written restrictions on holdings.
Distinctive features include a stated account minimum of $250,000 (waivable at the firm’s discretion) and a relatively small client base, which may reflect a focus on larger household relationships compared with many independents. The firm reports no broker‑dealer or third‑party manager affiliations, does not accept soft‑dollar benefits or performance‑based fees, employs block trading and order aggregation, and does not vote client proxies (clients receive proxy materials directly).
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Fee options
$0 - $250,000: 2% $250,000.01 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.4% $1,000,000.01 - $5,000,000: 1.25% $5,000,000.01+: 1%
Account minimum: $250,000
Main office location
Valor Wealth Management LLC
Fridley MN, United States
Number of offices
1
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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