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Building 2VALOIR WEALTH LLC

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Phone(786) 505-2845
NotebookSEC #801-131446
Total AUM
$44.1M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
(786) 505-2845
Other Offices
1

ReceiptFinancials

Total AUM
$44.1M
Accounts
38
Discretionary
$44.1M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5M
HNW Individual Clients
23
AUM
$39.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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