VALENTINE WEALTH MANAGEMENT

VALENTINE WEALTH MANAGEMENT of SEYMOUR, IN is an SEC-registered investment adviser (CRD 330269). Regulatory assets under management: $36.7M.

Registration

• CRD: 330269
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330269 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search