Valoria Wealth Management LLC

RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$597K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329346
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56%
  • Individuals44%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Valoria Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Valoria identifies as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator; its business model centers on direct advisory relationships rather than institutional manager-of-managers services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 4%, US Government Bonds 2%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Maria Castillo Dominguez

    Maria Castillo Dominguez

    FOUNDER, CEO, CCOCRD 6162011

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth