A complete list of active advisors currently associated with Valoria Wealth Management LLC

Warmer can help you find a great advisor at Valoria Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Valoria Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Maria Castillo Dominguez	Cooper City, FL	10

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