James Mehrman
Valor Wealth Management · Fridley, Minnesota
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.
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Facts
| Firm | Valor Wealth Management |
|---|---|
| Based in | Fridley, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $14.9M across 40 accounts |
| SEC registration | Investment adviser representative in MN, WI · CRD 5650061 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
How James's firm compares
- Valor Wealth Management's average account is about $373,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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