Carol Muller
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- Full Name
- Carol Muller
- Title
- Operations team member (client-service / operations staff)
- Firm
- ASI Wealth Management (formerly Valentine Ventures, LLC); now part of OneDigital
- Firm Type
- Fee-only Registered Investment Adviser / wealth-management firm — not an angel-investment fund
- Sector Focus
- Personal wealth management and financial planning (not startup investing)
- Geographic Focus
- Central Oregon / Pacific Northwest
- Location
- Bend, Oregon, USA
Background
Carol Muller is an operations and client-service professional in the wealth-management industry, based in Bend, Oregon. She joined ASI Wealth Management & Consulting Services, Inc. as part of the Valentine Ventures team when the two firms combined. Her responsibilities are administrative and operational — assisting clients with reporting, paperwork, account operations, and day-to-day client service — rather than investment selection or portfolio management.
Valentine Ventures, LLC was a fee-only, SEC-registered investment adviser founded in 1997 by William L. Valentine, CFA, headquartered at 550 SW Industrial Way, Bend, Oregon. It provided comprehensive financial planning and portfolio management for individuals and small businesses. Effective January 1, 2021, Valentine Ventures merged into ASI Wealth Management, an independent RIA also based in Bend (with offices in Medford, Portland, and Seattle). ASI has subsequently become part of OneDigital, and the former valentineventures.com and asiwealthmanagement.com web addresses now redirect to OneDigital pages; the valentineventures.com domain itself is listed for sale. This chain of acquisitions is why the original contact email is likely no longer active.
Per her firm bio, Carol Muller graduated from California State University, Fullerton with a Bachelor of Business Administration in Accounting. Her accounting background aligns with her operations- and reporting-focused role supporting the firm's advisers and clients.
Investment Thesis & Focus
- No evidence of any angel or venture investment thesis exists. Carol Muller is documented as operations/client-service staff at a wealth-management RIA, not a startup investor.
- The firm she is associated with (Valentine Ventures → ASI Wealth Management → OneDigital) practices fee-only wealth management and financial planning for individuals and small businesses — it does not make seed-stage or venture equity investments.
- Founders seeking seed capital should not expect this contact to write angel checks; the "Seed Round / Angel Investors" tag is unsupported.
Notable Investments
- None found. There are no verifiable startup or portfolio investments attributable to Carol Muller. (This section cannot be filled truthfully; the underlying premise that she is an angel investor is not supported by any source.)
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