Valoir Wealth LLC
CRD 333305SEC# 801-131446
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.
Valoir Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Alfred Dauer Control | Founder, Chief Executive Officer, And Chief Compliance Officer | Over 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 hours | 9 a.m. - 4 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$44.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$44.1Mregulatory AUM
Discretionary $44.1M