# Naumdar Akhavan

> Naumdar Akhavan is a fee-only financial advisor at Valkyrie Private Wealth Management in Ammon, Idaho, who holds the CFA credential. Valkyrie Private Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Valkyrie Private Wealth Management
- **Based in:** Ammon, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $48.3M across 66 accounts
- **Credentials:** CFA
- **CRD:** 4914714 (https://adviserinfo.sec.gov/individual/summary/4914714)
- **SEC registration:** Investment adviser representative in CA, ID
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.valkyriewealth.com

## Frequently asked questions

### Is Naumdar Akhavan a fee-only financial advisor?

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

### How does Naumdar charge for financial advice?

Naumdar's firm, Valkyrie Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Naumdar Akhavan based?

Naumdar Akhavan is based in Ammon, Idaho.

### What credentials does Naumdar Akhavan hold?

Naumdar Akhavan holds the CFA credential.

### Is Naumdar Akhavan registered with the SEC?

Yes. Naumdar Akhavan is registered as an investment adviser representative in CA and ID (CRD 4914714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Valkyrie Private Wealth Management manage?

Valkyrie Private Wealth Management reports $48.3M across 66 accounts in assets under management.

### How do I contact Naumdar Akhavan?

Through Naumdar's website, www.valkyriewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4914714): 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

---

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