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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 4, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TONNEMACHER, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| VALMAR HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Martinelli, Mario | I | MANAGING MEMBER & CO-FOUNDER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
| Vala, Rick | I | MANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jan 4, 2024 REGISTERED
Notice Filings (5)
FL LA NJ PA TX
Address
41 UNIVERSITY DRIVESUITE 400
NEWTOWN, PA 18940
United States
Phone: 215-809-2011