Valinor Wealth Management

RIASEC Registered

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, individual-owned LLC that provides financial planning and portfolio management for individuals, families and small businesses. The firm is registered with the SEC (registered in 2024) and charges fees by percentage of assets under management, hourly rates and fixed fees. Its practice is client-focused rather than operating as a capital allocator; it constructs and advises on client portfolios and relies on outside managers where it uses third‑party alternative investments. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.