V
$75.4M Total AUM
$75.4M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2024
- Office Locations
- 1
Office Locations
2915 Biscayne Blvd Suite 200-30 Miami FL
About Valoir Wealth LLC
Valoir Wealth LLC is a Miami-based RIA. The firm has been operating for 1 years. Managing $75.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
45 AVG AGE
$75.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAWRENCE ALFRED DAUER III
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4612069
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,360,388 | $1,160,212 |
| Non-Discretionary | $0 | -- |
| Total | $75,360,388 | $1,160,212 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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