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Valeria Chepilev

Investment adviser representative at Avalan, LLC
10 yearsExperience
1 stateRegistered in
$621.8MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Avalan, LLCJan 2026 to now
  2. Avalan WealthNov 2025 to now
  3. Extended TravelSep 2025 to Nov 2025
  4. Cencal HealthMar 2025 to Aug 2025
  5. Women's Economic VenturesJun 2024 to Mar 2025
  6. UcsbSep 2023 to Jun 2024
  7. UnemployedMar 2023 to Sep 2023
  8. Vivid MoneyMar 2021 to Mar 2023
  9. UnemployedSep 2020 to Mar 2021
  10. AgodaSep 2019 to Sep 2020
  11. Extended TravelDec 2018 to Sep 2019
  12. Aviso WealthDec 2015 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Avalan, LLC

$621.8MAssets managed
319Clients
11Advisers
10 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
8200843
Firm CRD
156109
Advisor's SEC record (opens in a new tab)
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