← Tributary

VALOIR WEALTH LLC

· CRD 333305 · IAPD ↗ · (786) 505-2845

$44.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
March 2026 — VALOIR WEALTH LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $44.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
July 2025 — VALOIR WEALTH LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2025 — VALOIR WEALTH LLC now reports custody of client assets ($17.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2024 — VALOIR WEALTH LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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