V
Valor Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,930,302
Clients
40
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$373,258
About
Valor Wealth Management serves individuals, high‑net‑worth clients, corporations, charities and retirement plans with financial planning and discretionary portfolio management. Portfolios are customized to client goals and typically include stocks, bonds and exchange‑traded funds, with other securities used when appropriate.
The firm’s investment process is grounded in fundamental analysis and supplemented by computer models for performance analysis, asset allocation and risk management, producing a written financial plan that guides portfolio construction. Accounts are managed on a discretionary basis, with the firm conducting weekly internal reviews and meeting with clients semi‑annually, and clients may impose written investment restrictions.
As a solo adviser managing roughly $14.9 million across about 40 accounts, the firm discloses several practices that distinguish it from many peers: it may employ leveraged or inverse funds, does not select or monitor third‑party investment advisers, and does not receive soft‑dollar benefits from brokers. The adviser is unaffiliated with a broker‑dealer, does not vote client proxies (clients receive proxy materials directly), and maintains personal trading controls intended to prioritize client transactions.
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
Most active in
Valor Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Wisconsin
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:
-
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.
-
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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