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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2017
- Office Locations
- 1
Office Locations
About Valor Wealth Management LLC
Valor Investments & Planning (Valor Wealth Management LLC) is a Fridley, MN-based RIA providing financial planning and ongoing asset management for retail clients, with a stated focus on delivering a high-touch client experience supported by modern technology. The firm commonly serves business owners and entrepreneurs and builds portfolios using ETFs and public funds; custody includes Charles Schwab and Merrill Lynch, and it uses Black Diamond for portfolio management/reporting.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES PHILLIP MEHRMAN
Chief Compliance Officer, Managing Member, President
- CRD
- #5650061
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,930,302 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,930,302 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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