Valeo Financial Advisors
Multi family office in Carmel, United States, founded 2003; estimated AUM $10.6B; focus on real estate.
Identity
- HEADQUARTERS
- Carmel, United States
- FOUNDED
- 2003
- AUM
- ~$10.6B (2026, press estimate)
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
Founded in 2003, this multi family office has its headquarters in Carmel, United States. Its assets under management are estimated at $10.6B (2026); its sector focus covers real estate. 3 people are named on its team.
People
- John WortmanCo-founder and CEO · source
- John TrottCo-founder and Principal Officer · source
- Justin PadgettPresident · source
Frequently asked questions
Valeo Financial Advisors is a multi family office based in Carmel, the United States, founded in 2003.
Valeo Financial Advisors does not publicly state whether it puts its own money into companies or invests through funds.
Valeo Financial Advisors invests in Real Estate & PropTech.
Key people at Valeo Financial Advisors include John Wortman (Co-founder and CEO), John Trott (Co-founder and Principal Officer) and Justin Padgett (President).