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VALEO VENTURES

· CRD 334181 · IAPD ↗ · 6462263784

$119.3MRegulatory AUM
2Advisory reps
4Employees
1Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
February 2025 — VALEO VENTURES (location n/a) is newly SEC-registered with $126.8M RAUM and 2 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.