RIA Intel›Advisers›Idaho›VALKYRIE WEALTH LLC

VALKYRIE WEALTH LLC

Advisory

ID

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account
$731K
across 66 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM
$48M
Discretionary %
99.5%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$239K
Discretionary %99.5%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, ID
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ID

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

INTEGRATED ADVISORS, LLC
BOISE, ID
$49M
ALTURAS WEALTH MANAGEMENT, LLC
$47M
PINYON PINE CAPITAL LLC
KETCHUM, ID
$46M
TAYLOR FINANCIAL LLC
$46M
SAECULUM LLC
$51M
PROFITSCORE CAPITAL MANAGEMENT, INC.
EAGLE, ID
$51M
-41.4% 1Y

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