Valoir Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 333305
- Registered since
- November 8, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.62%
- Individuals19.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Valoir Wealth LLC is an independent RIA organized as a limited liability company and registered with the SEC in 2024. The firm serves individual and family clients and bills through a mix of AUM-based fees, hourly charges, and fixed fees. Primary advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Valoir is not positioned as a capital allocator; instead it relies on outside managers for alternative exposures. The firm also has an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents5%
Contacts
1 of 1Lawrence Dauer
FounderCRD 4612069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
John Mcandrew Financial Advisors LLC
RIANorthpointe Investment Advisory, LLC
RIASaint Joseph, MI
NW Advisory
RIATelos Wealth
RIAWenatchee, WA
Seawise Financial, Inc.
RIACardiff By The Sea, CA
Magen Wealth Management, LLC
RIAMiami, FL