Valeo Financial Advisors, LLC

$12.96BAssets under management
as of Apr 2026 · SEC Form ADV
Carmel, IN
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No one at Valeo Financial Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $6.4B held · filed Oct 2024