VALOREM LLC

RIASEC RegisteredEst. 2025

Total AUM

$54.3M

Discretionary

0% of AUM

Avg account

$27.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 339215
Registered since: December 19, 2025
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Valorem LLC is a small SEC-registered advisory firm organized as an LLC and recorded as registering with the SEC in 2025. The firm acts as a capital allocator and focuses on individual and small-business clients, offering financial planning, portfolio management, and the selection of other advisers. Its reported fee structure combines percentage-of-AUM billing with fixed fees. The firm identifies ownership as a mix of a domestic entity and an individual. Valorem reports it is not an active ESG investor, does not describe itself as a multi-state adviser for regulatory purposes, and does not position itself as a pension consultant or a related adviser.