Luis A Galdamez
Investment adviser representative at Valtrion Capital Management, LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$287.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valtrion Capital Management, LLCJan 2025 to now
- Real Talk Capital, LLCSep 2022 to now
- Surevest, LLCJan 2020 to Feb 2023
- Surevest, Inc. dba Surevest Wealth ManagementJan 2018 to Feb 2020
- Haydel, Biel & AssociatesMay 2017 to Jan 2018
- Global Retirement Partners, LLCMar 2017 to May 2017
- LPL FinancialMay 2015 to May 2017
- My 360 Wealth ManagementApr 2015 to May 2017
Designations
- ChFC®
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valtrion Capital Management, LLC
$287.3MAssets managed
188Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4658261
- Firm CRD
- 318048