# Valkyrie Private Wealth Management

Valkyrie Private Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/valkyrie-wealth-llc

## Regulatory record

- **CRD number:** 325524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325524

## About

Valkyrie Private Wealth Management is a state-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $48 million on a discretionary basis.

## Questions

### What is Valkyrie's service model for family governance?

Valkyrie acts as a family CFO, handling consolidated performance reporting, bill payment, estate administration, and financial literacy for multiple generations. The firm designs and facilitates family meetings, governance charters, and philanthropic entity management, ensuring that wealth-transfer strategies are implemented across trusts, foundations, and operating entities without fragmentation.

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- [MARIDEA WEALTH MANAGEMENT](https://altss.com/profile/maridea-wealth-management)
- [New Light Financial](https://altss.com/profile/new-light-financial)

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Last updated: 2026-07-06T01:24:27.952Z

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