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VALOR WEALTH PARTNERS
VALOR WEALTH PARTNERS, LLC
CRD 315179
1200 G ST NW, SUITE 800, WASHINGTON, DC, 20005, United States
Phone
617-648-2700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.5M
Discretionary AUM
$63.5M
Team
4 total employees; 2 advisory reps; 55 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $27.2M |
| High net worth individuals | 45 | $36.3M |
All web addresses on file
Official SEC filing: View on IAPD