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VALHALLA ADVISORS LLC
CRD 310811
7055 W. BELL RD, SUITE B 20, GLENDALE, AZ, 85308, United States
Phone
480-378-3046
Fax
(480) 378-3799
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$18.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $14.1M |
| High net worth individuals | 9 | $8.7M |
All web addresses on file
Official SEC filing: View on IAPD