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Naumdar A
CFA®, Series 66
Ammon, ID
Valkyrie Private Wealth Management
Naumdar Akhavan is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Valkyrie Private Wealth Management and has previously worked at firms including Morgan Stanley, Neuberger Berman BD LLC, and Mutual Securities, Inc. Valkyrie Wealth LLC provides ongoing portfolio management and integrated financial planning to individual and high-net-worth clients. The firm combines fundamental and technical analysis with long-term trading and options strategies, exercising discretionary authority to implement model and tailored allocations while documenting client investment policy statements.
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