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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About Valentine Wealth Management
Valentine Wealth Management is an independent, fee-only fiduciary practice led by CFP professional Logan Valentine, serving clients in Seymour, IN and virtually nationwide. The firm provides comprehensive financial planning and ongoing investment management for high-income earners and those nearing or in retirement, plus planning support for small business owners. Uses secure cloud portals and supports Schwab client access.
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Technology
Owner & Executives
Logan M Valentine
Chief Compliance Officer, Financial Advisor, FOUNDER, WEALTH ADVISOR
- CRD
- #7228030
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Benjamin D Kuhlman
--
- CRD
- #7738833
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,651,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,651,656 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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