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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2022
- Office Locations
- 2
Office Locations
About Valor Wealth Partners
Valor Wealth Partners is a fee-only, fiduciary RIA focused on mid-career and pre-retiree federal employees, integrating federal benefits and TSP considerations into comprehensive financial and life planning. The firm starts engagements with a structured financial plan (multiple meetings and personalized reports) and maintains an education-first approach through its FinancialPlanning4Feds content.
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Owner & Executives
EDWARD CHARLES SMITH
Chief Compliance Officer, Founder, President
- CRD
- #4091288
- Ownership
- 75% or more
Amanda Jane Lique
Director, DIRECTOR OF OPERATIONS, PARTNER
- CRD
- #7238139
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Zubin Kapur
--
- CRD
- #7897981
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,452,474 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,452,474 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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