VALINOR WEALTH MANAGEMENT
Plano, United States · CRD 285212
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$678.3m
- Main clients (by assets)Other advisers 96%, High net worth individuals 3%
- Form ADV · 2026-08-28SEC adviser record
- Others nearbyPlano, TX
As an employer
- Staff (Form ADV)1 · 1 in investment roles
- Offices in1 country