Philip J. Wallin
VALEO FINANCIAL ADVISORS
Richmond, VA 23235
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CRD#: 6175669
Professional summary
Philip James Wallin, CFP®, who also goes by Pj Wallin, is a registered financial advisor currently at VALEO FINANCIAL ADVISORS, LLC located in Richmond, Virginia.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Philip has worked at 4 firms .
Biography
PJ Wallin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with over 10 years of finance and accounting industry experience.
During his career, PJ has been quoted in many notable national publications such as Forbes, InvestmentNews, and Reuters.
Working with people to help them define and achieve their goals brings PJ the greatest professional satisfaction. Whether assisting a young lawyer starting his career or advising a seasoned business owner selling his business, PJ is proud to call himself a fee-only financial advisor, providing independent, unbiased assistance in the areas of financial planning, investments, and tax services.
PJ received his Master of Accounting and BS in Business Administration as an out-of-state entrant to the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. During his time in Chapel Hill, he was a 4 year member of the Division 1 men's swimming team.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Education Planning
Estate Planning
Do you have an area of expertise or specialization?
Baby Boomers
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Pj Wallin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business: Atlas Financial
whether the business is investment-related: not investment related
the address:
9020 Stony Point Pkwy, Suite 145, Richmond, VA 23235
the nature of the other business: independent CPA firm
your position, title, or relationship with the other business:
Tax Associate
the start date of your relationship: April 2016
the approximate number of hours/month you devote to the other business: 20 hours/month
and briefly describe your duties relating to the other business: assisting with High Net Worth tax return review
CRS (Client Relationship Summary) - RIA
Click below to view Philip James Wallin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
November 4, 2019 - Present
VALEO FINANCIAL ADVISORS, LLC
Office #1: 9020 Stoney Point Parkway, Ste 145, Richmond, VA 23235RIA
CRD#: 127132
Richmond, VA
Past
June 25, 2014 - May 4, 2020
ATLAS FINANCIAL
RIA
CRD#: 171871
RICHMOND, VA
Past
July 30, 2013 - April 14, 2014
VERUS FINANCIAL PARTNERS
RIA
CRD#: 106744
RICHMOND, VA
Past
March 18, 2013 - July 22, 2013
HERITAGE WEALTH ADVISORS
RIA
CRD#: 137484
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC
CRD#: 127132 / SEC#: 801-66402
RIA
Registered Investment Advisory firm - (3/17/2006 Approved)California
Registered Investment Advisory firm - (4/21/2006 Terminated)Indiana
Registered Investment Advisory firm - (4/21/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/21/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(11/4/2019)
IAR
Texas(11/4/2019)
IAR
Virginia(5/5/2020)
Exams
Current Firm
VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC
CRD#: 127132 / SEC#: 801-66402
RIA
Registered Investment Advisory firm - (3/17/2006 Approved)California
Registered Investment Advisory firm - (4/21/2006 Terminated)Indiana
Registered Investment Advisory firm - (4/21/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/21/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357
Mailing Address
Phone number
(317) 218-6000
Established
Firm type
Fiscal year end
# of Employees
177
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 23,718 |
| AUM (Assets Under Management) | $ 10,639,940,975 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | ||
| 08/28/2024 | ||
| 10/26/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
VALEO FINANCIAL ADVISORS, LLC
CRD#: 127132Richmond, VA 23235TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
