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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2003
- Office Locations
- 14
Office Locations
About Valeo Financial Advisors, LLC
Valeo Financial Advisors is a fiduciary wealth management firm providing integrated financial planning and portfolio management across taxes, insurance, cash flow, education funding, retirement and estate planning. Investments are positioned within the broader plan, with portfolios often implemented via ETFs and mutual funds. The firm recommends Fidelity for custody (and can work with existing custodians) and serves clients in 40+ states with transparent, single-fee pricing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN CHARLES TROTT
Financial Advisor
- CRD
- #2081127
- Ownership
- 25% but less than 50%
JOHN THOMAS WORTMAN
Chief Executive Officer, Financial Advisor
- CRD
- #2635477
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Emeliano Austin Paul Ameye
--
- CRD
- #7255755
Hal Armstrong V
--
- CRD
- #8255650
Showing 2 of 107 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,667,991,714 | $592,173 |
| Non-Discretionary | $2,290,684,970 | $477,524 |
| Total | $12,958,676,684 | $568,064 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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