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Valoir Wealth LLC

CRD 333305SEC# 801-131446
Export (members)
No longer SEC-registered. Valoir Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$44.1M
Employees
1
Accounts
38
Location
—

Valoir Wealth LLC assets under management

Valoir Wealth LLC is an investment advisory firm registered with the SEC. It reports $44.1 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Valoir Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Lawrence Alfred Dauer ControlFounder, Chief Executive Officer, And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Valoir Wealth LLC manage?

Valoir Wealth LLC reports $44.1 million in regulatory assets under management on its Form ADV.

How many employees does Valoir Wealth LLC have?

Valoir Wealth LLC reports 1 employees.

Does Valoir Wealth LLC disclose fund performance?

Valoir Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9 a.m. - 4 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$44.1M
Non-discretionary$0
Total (RAUM)$44.1M