Valor Wealth Group, LLC

Overview

Valor Wealth Group, LLC is a state registered investment adviser based in Ada, MI, registered since 2025. It reports $42.4M in assets under management across 107 accounts, with 1 employees. It has 2 investment adviser representatives.

Reported AUM

$42.4M

Discretionary

100%

Accounts

107

Average account

$396K

Employees

1

Advisory reps

2

Registered since

2025

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Meghan R Vanderlugt Managing Member, Chief Compliance Officer CRD 4541445

Advisory reps 2 of 2

• Katherine Joy Ford Investment Adviser Rep CRD 7113292
• Meghan Roe Vanderlugt Insurance Agent · Investment Adviser Rep CRD 4541445

Location

Headquarters

7163 Headley St SE Ste B
Ada, MI 49301

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: valorwealthgr.com

Every state, with registration dates

Similar firms near Ada

• USA Financial ExchangeAda, MI$1.6B AUM
• Cambient Family Office, LLCAda, MI$858M AUM
• USA Financial Formulas CorporationAda, MI$534M AUM
• Calder Financial GroupAda, MI$297M AUM
• USA Financial Securities LLCAda, MI$297M AUM