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Valta Management
Valta Management was established in 2010 by Jessica Tennant Rebbe. The firm originated from business-management work for entertainment and entrepreneurial...
Valta Management
Valta Management was established in 2010 by Jessica Tennant Rebbe. The firm originated from business-management work for entertainment and entrepreneurial families. It provides accounting, trust and CFO services in addition to standard wealth planning. The firm focuses on real estate and philanthropic investments. It maintains a North American geographic scope. Services include customized reporting and administrative support for investment, tax and estate coordination. No verifiable investment positions, AUM figures or transactions from the last 24 months appear in public records. The firm lists membership in the Camarillo Chamber of Commerce.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Camarillo
Corporate office
Camarillo, United States
Principals
Jessica Tennant Rebbe
Founder / President
Sean F. Duffy
Principal / CPA
Sector focus
Frequently asked questions
Who runs investment decisions at Valta Management?
Jessica Tennant Rebbe serves as Founder and President. Sean F. Duffy acts as Principal and CPA. Both appear in the firm's operating records.
What services does Valta Management provide beyond traditional wealth planning?
The firm supplies integrated accounting, trust administration and CFO services. These functions support multi-generational financial oversight.
Which asset classes receive emphasis at Valta Management?
Confirmed focuses include real estate and philanthropic or mission-related investing.
Where does Valta Management operate geographically?
The firm maintains a North American footprint with headquarters in Camarillo, United States.
Is Valta Management structured as a single-family or multi-family office?
Public records classify it as a multi-family office serving multiple high-net-worth entertainment and entrepreneurial clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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