RIA Intel›Advisers›Indiana›VALENTINE WEALTH MANAGEMENT LLC

VALENTINE WEALTH MANAGEMENT LLC

Advisory

SEYMOUR, IN

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$132K

across 277 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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SCHACHT VALUE INVESTORS, LLC

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MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

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