# Valeo Financial Advisors: portfolio, investments and team > Valeo Financial Advisors is a wealth manager based in United States. 1 investment on record, latest Oct 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/valeo-financial-advisors (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Valeo Financial Advisors Last cheque observed Oct 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Quiet Wealth manager Series A Financial Services Internet Consulting Follow Valeo Financial Advisors and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fvaleo-financial-advisors) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4390** days **00** hrs **00** min **00** sec Median round **$1.5M** Rounds led **0 of 1** Pitch Valeo Financial Advisors ## Valeo Financial Advisors highlights - 01 1 rounds on record - 02 Mostly Series A: 100% of its rounds ## What they do - **Type:** Wealth manager (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Financial Services Internet Consulting - **Based in:** Carmel, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2014** 1 round - **Oct** **[FileThis](https://millionrounds.com/company/filethis)** Series A · US **$1.5M** With 2 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **5 named** CM **Connor Michael Skelly** Chief Compliance Officer i Form ADV JC **John Charles Trott** Member i Form ADV JT **John Thomas Wortman** Chief Executive Officer, Member i Form ADV JM **Justin M Padgett** President i Form ADV PR **Phillip Richard Evans** Member i Form ADV We also hold **5** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$13B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Valeo Financial Advisors, LLC - **SEC number:** CRD 127132 Funds on its Form ADV **1** private fund, **$21K** in gross assets · filed Oct 2024 - Valeo-TCF, LLC *Tax credit purchases* 25 investors $21K ## The cheque Series A Median round joined **$1.5M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2014 Rounds by stage said on their site - Series A *1* **Pitching Valeo Financial Advisors?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Valeo Financial Advisors ### What does Valeo Financial Advisors invest in? Valeo Financial Advisors invests most often at Series A (100% of the rounds on record), in sectors such as Financial Services, Internet and Consulting. ### How active is Valeo Financial Advisors? 1 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2014. ### How big are Valeo Financial Advisors's cheques? The median round it joins is $1.5M. ### Is Valeo Financial Advisors investing now? No investments in the last 12 months; the latest was in Oct 2014. ### What kind of investor is Valeo Financial Advisors? Valeo Financial Advisors is a wealth manager based in Carmel, United States. ### How much does Valeo Financial Advisors manage? About $13B, as regulatory assets under management (Oct 2026). ### When was Valeo Financial Advisors founded? Valeo Financial Advisors was founded in 2003. ### Where does this information on Valeo Financial Advisors come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=valeo-financial-advisors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=valeo-financial-advisors)