Valoria Wealth Management LLC
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About
Valoria Wealth Management LLC provides fee-only wealth management and financial planning to individuals, high-net-worth clients, and small businesses, and identifies a focus on professional women with equity compensation and their families. In addition to investment management and planning, the firm offers income tax preparation services that may be included for certain ongoing wealth management clients depending on scope, or provided on a standalone basis for a separate fee.
The firm describes an investment approach grounded in Modern Portfolio Theory and asset allocation, favoring passive index funds with the option to incorporate socially responsible (ESG) considerations, and manages client accounts on a discretionary basis while allowing reasonable client-imposed restrictions. Financial planning is delivered using RightCapital software, the firm recommends a specific custodian for client accounts, and it implements trades on an individual-account basis rather than via aggregated block trading.
Valoria is a recently formed, small solo-practitioner advisory practice with roughly $4.81 million in discretionary assets under management and a limited client base, which may affect its scale and service model. The brochure discloses an administrative enforcement matter in which an owner entered into a Stipulation and Consent Agreement with the Florida Office of Financial Regulation over unregistered activity following a relocation; the firm’s principal also holds CFP® and Enrolled Agent credentials, and the combination of tax-preparation capability and that disclosure is a notable distinction versus many independent peers.
Client services
Expertise
Fee options
One-time onboarding fee of $500; minimum flat fee of $7,200 annually for individuals (or $8,400 for couples) as alternative to asset-based fees
$0 - $720,000 for individuals or $840,000 for couples: N/A (flat fee applies in this range) $720,001 for individuals or $840,001 for couples - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001+: 0.60%
$300 per hour for financial planning services
Minimum fee: Minimum flat fee of $7,200 for individuals or $8,400 for couples annually Fee-only: Financial planning offered hourly at $300/hr; also flat onboarding fee of $500 (one-time)
Main office
Cooper City FL
Advisors at this office
1
Most active in
California · Florida
Also doing business as
Hypatia Wealth · Hypatia Wealth LLC · Valoria Wealth · Valoria Wealth Management LLC · Valoria 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
Quick links
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