Valmar Strategic Wealth LLC
Valmar Strategic Wealth LLC is an SEC-registered ria with $37.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Valmar Strategic Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328023, data through 2024-04-26.
- AUM (assets under management / regulatory AUM)
- $37.1M (2024-04-26)
- Firm type
- Ria
- Employees
- 2
- Clients
- 70
- CRD
- 328023
- Ownership
- Vala, Rick; VALMAR HOLDINGS LLC; TONNEMACHER, SEAN, MICHAEL; Martinelli, Mario
How much AUM does Valmar Strategic Wealth LLC have?
Valmar Strategic Wealth LLC reported $37.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-04-26).
Who owns Valmar Strategic Wealth LLC?
Disclosed owners and executives of Valmar Strategic Wealth LLC include Vala, Rick, VALMAR HOLDINGS LLC, TONNEMACHER, SEAN, MICHAEL, Martinelli, Mario. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.