# James Mehrman

> James Mehrman is a fee-only financial advisor at Valor Wealth Management in Fridley, Minnesota. Valor Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-mehrman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Valor Wealth Management
- **Based in:** Fridley, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $14.9M across 40 accounts
- **CRD:** 5650061 (https://adviserinfo.sec.gov/individual/summary/5650061)
- **SEC registration:** Investment adviser representative in MN, WI
- **Exams passed:** Series 63 (2009), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is James Mehrman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Valor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Valor Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Mehrman based?

James Mehrman is based in Fridley, Minnesota.

### Is James Mehrman registered with the SEC?

Yes. James Mehrman is registered as an investment adviser representative in MN and WI (CRD 5650061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Valor Wealth Management manage?

Valor Wealth Management reports $14.9M across 40 accounts in assets under management.

### How do I contact James Mehrman?

Contact details aren't on file yet. Search for Valor Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5650061): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.