|
⚲
|
| Keyboard |
| Valued Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 316746 |
| SEC # | 801-122564 |
| CIK # | 0002007175 |
| AUM | 369.7 M (2026-03-25) |
| Employees | 10 (50% Investors, 40% Brokers) |
| Phone | 801-484-6004 |
| Address | 3115 East Lion Lane Holladay, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| Amazon Com Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 29.4 |
| (b) Individuals (high net worth individuals) | 149 | 276.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 58.8 |
| (h) Charitable organizations | 1 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,054 | 369.7 |
| By Discretionary | ||
| Discretionary | 895 | 342.8 |
| Non-Discretionary | 159 | 27.0 |
| Total | 1,054 | 369.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.7 | |
| Total | 1,054 | 369.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007175] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archer Investment Management LLC
✚
|
370.8 M | |
|
Langley Wealth Management LLC
✚
|
MS | 370.6 M |
|
Wealthspring Partners LLC
✚
|
CA | 370.2 M |
|
Cosner Financial Group LLC
✚
|
CO | 369.8 M |
|
Willow Grove Advisors LLC
✚
|
CA | 369.8 M |
|
MZ KARK & Associates Inc
✚
|
CO | 369.6 M |
|
Boothe Investment Group Inc
✚
|
DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
✚
|
NE | 369.1 M |
|
Integrity Wealth Solutions LLC
✚
|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |