# Valoir Wealth LLC

> Valoir Wealth LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 333305
- Filed as: VALOIR WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333305
- AdvisorCensus page: https://advisorcensus.com/firm/valoir-wealth-llc-333305

## Quick answers

**How is Valoir Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valoir Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Valoir Wealth LLC registered with the SEC or a state?**
Valoir Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333305.

**How much does Valoir Wealth LLC manage?**
Valoir Wealth LLC reports $75,360,388 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Valoir Wealth LLC's assets and staff changed since 2025?**
In the Form ADV data for Valoir Wealth LLC: Regulatory assets under management: $44,088,043 in the October 2025 data and $75,360,388 in the October 2026 data, up 71%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valoir Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (31).

**Does Valoir Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333305

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $75,360,388
- Discretionary: $75,360,388
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $14,608,026 |
| High net worth individuals | 31 | $60,752,362 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2025 filing
- Miami, FL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $44,088,043 | 1 | July 31, 2025 |
| October 2026 | $75,360,388 | 1 | March 12, 2026 |

Regulatory assets under management: $44,088,043 in the October 2025 data and $75,360,388 in the October 2026 data, up 71%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valoir Wealth LLC (CRD 333305): Form ADV filing data as of October 2026.