Valkyrie Private Wealth Management

Valkyrie Private Wealth Management (CRD# 325524) is a financial advisory firm headquartered in , . They manage $42,877,724 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $752,241
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID

Financial Advisors at Valkyrie Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Naumdar Akhavan, financial advisor Ammon ID
Naumdar Akhavan
CRD#: 4914714
Ammon, ID

Naumdar Akhavan (CRD# 4914714) is an Investment Advisor Representative working at Valkyrie Private Wealth Management in Ammon, ID and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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