Valoir Wealth LLC

Overview

Valoir Wealth LLC is an independent, owner-managed registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm leans heavily toward liquid equity exposure across client portfolios; exchange-traded equities are the single largest asset class under management and drive much of the discretionary investment activity. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are all used depending on client needs. Although Valoir Wealth does not operate as a capital allocator or run proprietary investment funds, it directs client capital to third‑party managers when the strategy requires external expertise. The firm is not positioned as an ESG specialist and operates under a single-state adviser registration profile. Custody and trade execution are centralized at a major custodian, which supports broad access to exchange-traded instruments and institutional fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices