SV
Sam Valtenbergs
ILUKA ADVISORS
Healdsburg, CA 95448
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CRD#: 7891847
SV
Professional summary
Sam Valtenbergs is a registered financial advisor currently at ILUKA ADVISORS located in Healdsburg, California.
Sam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sam has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sam Valtenbergs provides data science and software engineering consulting services through Iluka Technologies at the same primary address as the investment advisory firm. He spends approximately 50% of his time engaged in this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sam Valtenbergs'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®
NoneExperience
Current
April 26, 2024 - Present
ILUKA ADVISORS
Office #1: 15410 Pozzan Road, Healdsburg, CA 95448RIA
CRD#: 330468
Healdsburg, CA
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
California(4/26/2024)
Current Firm
IA
ILUKA ADVISORS
ILUKA ADVISORS | ILUKA ADVISORS LLC
CRD#: 330468 / SEC#:
California
Registered Investment Advisory firm - (4/26/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15410 Pozzan Road, Healdsburg, CA 95448
Mailing Address
Phone number
(415) 691-0914
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 20,735,703 |
Red Flags
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Company Information
ILUKA ADVISORS
CRD#: 330468Healdsburg, CA 95448TRUST BUT VERIFY
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