Naumdar Akhavan
Valkyrie Private Wealth Management · Ammon, Idaho
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.
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Facts
| Firm | Valkyrie Private Wealth Management |
|---|---|
| Based in | Ammon, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $48.3M across 66 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, ID · CRD 4914714 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.valkyriewealth.com |
| Profile |
How Naumdar's firm compares
- Valkyrie Private Wealth Management's average account is about $731,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Naumdar
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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