SEC Form ADV · CIK 1722641

VALEO FINANCIAL ADVISORS, LLC

Registered Investment AdviserIN
$13.0B
Assets Under Management
22,812
Total Clients
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Registration Details

CIK
1722641
Accession
CRD-127132
Location
CARMEL, IN
Filing Date
April 30, 2026
AUM
$13.0B
Total Clients
22,812
Amendment
No

About this Adviser

VALEO FINANCIAL ADVISORS, LLC is a registered investment adviser headquartered in CARMEL, IN, managing approximately $13.0B in assets across 22,812 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.