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Valentine Wealth Management
VALENTINE WEALTH MANAGEMENT is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 2 employees and 2...
Overview
VALENTINE WEALTH MANAGEMENT is a state-registered investment adviser with $21 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a team of 4 professionals.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
San Antonio, TX, United States
Principals
John Valentine
Founder and CEO
Sector focus
Frequently asked questions
What is the investment philosophy of Valentine Wealth Management?
The firm operates on a total-wealth framework, integrating liquid market portfolios with direct alternative investments. Rather than competing solely on public market performance, Valentine emphasizes private market access — particularly real estate in the Texas triangle — and long-duration tax efficiency for business-owner clients.
What types of clients does the firm typically serve?
The firm serves high-net-worth families, many of whom have created wealth through closely held operating businesses, commercial real estate development, medical practices, or energy-related enterprises in South and Central Texas. It operates with a low client-to-advisor ratio to handle complex balance sheets.
Is Valentine Wealth Management affiliated with a broker-dealer or bank?
Valentine Wealth Management operates as an independent registered investment advisor (RIA). This independence allows the firm to select custodians and investment vehicles without proprietary product mandates, differentiating it from the in-house wealth management arms of large regional banks.
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