VALMAR STRATEGIC WEALTH LLC
CRD #328023 SEC #801-129006 NEWTOWN, PA 215-809-2011
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $37.1M | $37.1M | $0 | 2 | 0 |
| Apr 2024 | $37.1M | $37.1M | $0 | 2 | 0 |
| Apr 2024 | $37.1M | $37.1M | $0 | 2 | 0 |
| Mar 2024 | $37.1M | $37.1M | $0 | 2 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
DateApr 2024
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0