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VALENTINE WEALTH MANAGEMENT
VALENTINE WEALTH MANAGEMENT LLC
CRD 330269
208 W. 2ND STREET, SEYMOUR, IN, 47274, United States
Phone
(812) 329-0902
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$21.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $12.7M |
| High net worth individuals | 6 | $8.6M |
All web addresses on file
Official SEC filing: View on IAPD