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Leah Kathrine Wald

VALKYRIE FUNDS LLC·BRENTWOOD, Tennessee
Unclaimed Profile
320 SEVEN SPRINGS WAY, BRENTWOOD, TN 37027CRD# 7433845Firm CRD# 314541
01

About

Leah Kathrine Wald is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with VALKYRIE FUNDS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VALKYRIE FUNDS LLC
VALKYRIE FUNDS LLC
AUM
$343M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VALKYRIE FUNDS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7433845
Firm CRD# 314541
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leah Kathrine Wald offer?
Leah Kathrine Wald specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Leah Kathrine Wald's credentials?
Leah Kathrine Wald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leah Kathrine Wald located?
Leah Kathrine Wald is based in BRENTWOOD, Tennessee, working with VALKYRIE FUNDS LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Leah Kathrine Wald charge for services?
Leah Kathrine Wald's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALKYRIE FUNDS LLC?
VALKYRIE FUNDS LLC has approximately 6 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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