Valor Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valor Wealth Management serves individuals, high‑net‑worth clients, corporations, charities and retirement plans with financial planning and discretionary portfolio management. Portfolios are customized to client goals and typically include stocks, bonds and exchange‑traded funds, with other securities used when appropriate.
The firm’s investment process is grounded in fundamental analysis and supplemented by computer models for performance analysis, asset allocation and risk management, producing a written financial plan that guides portfolio construction. Accounts are managed on a discretionary basis, with the firm conducting weekly internal reviews and meeting with clients semi‑annually, and clients may impose written investment restrictions.
As a solo adviser managing roughly $14.9 million across about 40 accounts, the firm discloses several practices that distinguish it from many peers: it may employ leveraged or inverse funds, does not select or monitor third‑party investment advisers, and does not receive soft‑dollar benefits from brokers. The adviser is unaffiliated with a broker‑dealer, does not vote client proxies (clients receive proxy materials directly), and maintains personal trading controls intended to prioritize client transactions.
Client services
Expertise
Fee options
$0 - $250,000: 2% $250,000.01 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.4% $1,000,000.01 - $5,000,000: 1.25% $5,000,000.01+: 1%
Account minimum: $250,000
Main office
Fridley MN
Advisors at this office
1
Most active in
Minnesota · Wisconsin
Also doing business as
Valor It Deployment Solutions · Valor Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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