|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Valued Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 316746 |
| SEC # | 801-122564 |
| CIK # | 0002007175 |
| AUM | $273.2 M (2025-07-21) |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 801-484-6004 |
| Address | 3115 East Lion Lane Holladay, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.0 | ||
| Microsoft Corp | 0.7 | ||
| Apple Inc | 0.7 | ||
| Nvidia Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 24.2 |
| (b) Individuals (high net worth individuals) | 135 | 196.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 48.1 |
| (h) Charitable organizations | 1 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 960 | 273.2 |
| By Discretionary | ||
| Discretionary | 784 | 256.8 |
| Non-Discretionary | 176 | 16.4 |
| Total | 960 | 273.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.2 | |
| Total | 960 | 273.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002007175] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Windward Private Wealth Management Inc
✚
|
KS | 0.3 |
|
Vista Finance LLC
✚
|
MO | 0.3 |
|
Pioneer Wealth Management Group Inc
✚
|
TX | 0.3 |
|
NBS Financial & Insurance Services Inc
✚
|
CA | 0.3 |
|
Gainline Financial Partners LLC
✚
|
CO | 0.3 |
|
Excel Wealth Management LLC
✚
|
CT | 0.3 |
|
Oliveira Wealth LLC
✚
|
CA | 0.3 |
|
Breen Wealth Management LLC
✚
|
CA | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |