VALKYRIE PRIVATE WEALTH MANAGEMENT

VALKYRIE PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 325524). Regulatory assets under management: $48.3M.

Registration

• CRD: 325524
• Type: Registered investment adviser
• Phone: 925-255-6869
• Latest filing: 2026-04-22
• Regulatory AUM: $48.3M
• Discretionary AUM: $48.0M
• Non-discretionary AUM: $239K
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search