VALEO FINANCIAL ADVISORS, LLC
SEC file number 801-66402
· CARMEL, IN
https://valeo.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$8.94B
Discretionary AUM
$6.98B
Employees
155
Clients
—
Firm
- Address
- 10 W. CARMEL DR STE 400
CARMEL, IN 46032-3357 - Phone
- —
- Website
- https://valeo.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M