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VALTRION, LLC
Valtrion provides a Pre-Family Office™ wealth strategy that coordinates tax planning, investing, estate planning, insurance, and business strategy for entrepreneurs, senior executives, professional athletes, and creators. The firm integrates multiple professional disciplines under one team to help clients grow, minimize taxes on, invest, and protect their wealth.
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VALTRION, LLC at a glance
VALTRION, LLC is a financial services company headquartered in United States. Its most recent funding round raised $1.2M in April 2026. Xcout tracks 6 named people at VALTRION, LLC, including Rob Luna (Founder).
VALTRION, LLC leadership
- Rob LunaFounder
- Robert J. LunaExecutive Officer
- Derek RagoDirector
- Levi BrownDirector
- Lou AttanasioDirector
- Luis A. Galdamez Jr.Director
VALTRION, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $1.2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
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More on VALTRION, LLC in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access