Valur Robo Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $26,526 in regulatory assets under management, 2 employees, and 15 accounts.
Assets Under Management
$27K
Employees
2
Offices
--
Total Clients
14
Primary office
NEW YORK, NY
500 8TH AVENUE, FRNT 3 #1851, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Kas of March 27, 2026
Discretionary12.6%
$3K
13% of total RAUM12.6%
Non-discretionary87.4%
$23K
87% of total RAUM87.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$27K
Total Accounts15
10Y AUM Change+$27K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee7:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.