VALTERRA PARTNERS LLC

515 Congress Avenue
Suite 1125
Austin, Texas 78701
Tel: 646-469-6465

About VALTERRA PARTNERS LLC

VALTERRA PARTNERS LLC, formally registered with the SEC as VALTERRA PARTNERS LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

VALTERRA PARTNERS LLC is a Austin, Texas based Financial Planning firm with nearly $204,060,200 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316443
SEC#	801-128494
Assets Managed by Firm	$204,060,200
No. of Clients	5
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$204,060,200

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