Valeria Jaramillo Echeverria
North Pier Fiduciary Management · Marina Del Rey, California
Valeria Jaramillo Echeverria is a fee-only financial advisor at North Pier Fiduciary Management in Marina Del Rey, California. North Pier Fiduciary Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | North Pier Fiduciary Management |
|---|---|
| Based in | Marina Del Rey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.28B across 116 accounts |
| SEC registration | Investment adviser representative in CA, IL, NV, TX, UT · CRD 7144962 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | npier.com |
How Valeria's firm compares
- North Pier Fiduciary Management's average account is about $11.0 million, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Valeria
Is Valeria Jaramillo Echeverria a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valeria holds no broker registration, and North Pier Fiduciary Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valeria charge for financial advice?
Valeria's firm, North Pier Fiduciary Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Valeria Jaramillo Echeverria based?
Valeria Jaramillo Echeverria is based in Marina Del Rey, California.
Is Valeria Jaramillo Echeverria registered with the SEC?
Yes. Valeria Jaramillo Echeverria is registered as an investment adviser representative in CA, IL, NV, TX and UT (CRD 7144962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Pier Fiduciary Management manage?
North Pier Fiduciary Management reports $1.28B across 116 accounts in assets under management.
How do I contact Valeria Jaramillo Echeverria?
Through Valeria's website, npier.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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