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VALENCE8

CAMBRIDGE, MA · CRD 317389 · IAPD ↗ · 508-281-9208

$1.88BRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
8Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — VALENCE8 notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — VALENCE8 reported RAUM up 34% ($1.40B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — VALENCE8 added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — VALENCE8 crossed $1B in regulatory AUM ($909.5M -> $1.40B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
69
April 2024 — VALENCE8 reported RAUM up 58% ($574.6M -> $909.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.