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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2024
- Office Locations
- 1
Office Locations
About Valoria Wealth Management LLC
Valoria Wealth Management is a fee-only, fiduciary RIA focused on helping professional women create, grow, and manage wealth. The firm provides comprehensive planning and portfolio management, including tax optimization, retirement and estate planning, and risk management. Portfolios are largely ETF-based, and clients can work virtually nationwide with bilingual (English/Spanish) support.
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARIA DEL MAR CASTILLO DOMINGUEZ
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6162011
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,777,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,777,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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