# VALENTINE WEALTH MANAGEMENT

VALENTINE WEALTH MANAGEMENT of SEYMOUR, IN is an SEC-registered investment adviser.

## Registration

- CRD: 330269
- Type: SEC-registered investment adviser
- Location: 208 W. 2ND STREET, SEYMOUR, IN, 47274
- Phone: (812) 329-0902
- Latest filing: 2026-07-23
- Regulatory AUM: $36.7M
- Discretionary AUM: $36.7M
- Clients: 2
- Accounts: 277

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330269/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330269/similar
- Related entities: https://search.stillhousedata.com/firm/330269/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330269

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.