Valoria Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,777,000
Clients
8
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$597,125
About
Valoria Wealth Management is a small, fee-only registered investment adviser that serves individuals, high‑net‑worth clients, and small businesses, with a stated specialization in professional women who receive equity compensation and their families. The firm provides ongoing wealth management (investment management and financial planning) and also offers income tax preparation services either as part of an ongoing relationship or on a standalone basis.
The firm typically develops individualized investment policies and asset allocation targets, drawing on Modern Portfolio Theory and a mix of stocks, bonds, mutual funds, and ETFs with an emphasis on passive strategies; socially responsible or values‑based options are available when requested. Clients receive written financial plans through RightCapital, and the adviser generally manages accounts on a discretionary basis while permitting reasonable client‑imposed restrictions.
Noteworthy for a firm of its size, Valoria disclosed an administrative enforcement matter that was resolved by a Stipulation and Consent Agreement with the Florida Office of Financial Regulation in March 2024 related to an oversight in state registration after a relocation. The firm’s principal holds CFP® and Enrolled Agent credentials and has recently formalized tax‑preparation into its service menu—including the potential to provide tax returns at no additional cost to certain ongoing wealth management clients—bringing advisory and tax services under a single relationship.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Tax-loss harvesting
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Fee options
One-time onboarding flat fee of $500
$720,001 for individuals - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001+: 0.60%
Financial planning services at $300 per hour
Minimum fee: Minimum flat fee of $7,200 for individuals or $8,400 for couples Fee-only: Flat onboarding fee of $500 (one-time, non-refundable); ongoing financial planning and investment management fees as described; financial planning also offered hourly at $300/hour.
Main office location
Valoria Wealth Management LLC
Cooper City FL, United States
Number of offices
1
Most active in
Valoria Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida
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
Quick links
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