$48.3M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
-- Ammon ID
About Valkyrie Private Wealth Management
Valkyrie Private Wealth Management is an Idaho-based wealth manager providing integrated financial planning and portfolio management. The firm builds tailored, risk-aware strategies focused on wealth preservation and growth, using direct equities, fixed income, and fund/ETF allocations, and supports clients with tax, retirement, and estate planning. Custody includes Charles Schwab.
Team overview
41 AVG AGE
$48.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
NAUMDAR AKHAVAN
Chief Compliance Officer, Managing Member
- CRD
- #4914714
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,018,873 | -- |
| Non-Discretionary | $238,619 | -- |
| Total | $48,257,492 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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