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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 2, 2025 and April 30, 2026, reported AUM increased 21.8%, from $10.6B to $13.0B.
Across 5 reported observations, AUM increased 78.1% between October 19, 2022 and April 30, 2026, from $7.3B to $13.0B.
Of the latest reported AUM, 82.3% is discretionary and 17.7% is non-discretionary.
The firm reports 119 advisory representatives and 3,042 clients, or 25.6 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 14 reported office locations and 23 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Valeo Financial Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Valeo Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Valeo Financial Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Valeo Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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