Valinor Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$678M

Discretionary

$25.5M

4% of AUM

Avg account

$566K

Accounts

1,199

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 285212
Registered since: March 13, 2024
Website: www.valinorwealth.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other Investment Advisers96.22%
HNWI3.06%
Individuals0.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Valinor Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is owned by an individual and focuses on serving individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or pension consultant adviser.