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| Valued Wealth Advisors LLC
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| |
|---|---|
| CRD # | 316746 |
| SEC # | 801-122564 |
| CIK # | 0002007175 |
| AUM | $230.3 MM (2024-06-05) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 801-484-6004 |
| Address | 2120 East 3900 South Holladay, UT 84124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.8 | |
| AAPL | 2,382,844.0 | 0.7 | |
| SPEM | 0.6 | ||
| AMZN | 1,092,997.8 | 0.3 | |
| META | 434,852.0 | 0.3 | |
| NVDA | 399,550.0 | 0.3 | |
| XOM | 385,508.3 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 17.8 |
| (b) Individuals (high net worth individuals) | 118 | 165.4 |
| (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 | 23 | 43.7 |
| (h) Charitable organizations | 1 | 3.3 |
| (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 | 936 | 230.3 |
| By Discretionary | ||
| Discretionary | 733 | 215.3 |
| Non-Discretionary | 203 | 15.0 |
| Total | 936 | 230.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.3 | |
| Total | 936 | 230.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002007175] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sutton Place Investors LLC
✚
|
NY | 0.2 |
|
Capital Financial Consultants Group Inc
✚
|
CA | 0.2 |
|
Blue Investment Management LLC
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|
FL | 0.2 |
|
Physician Wealth Solutions Inc
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|
NV | 0.2 |
|
Secura Financial LLC
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|
CA | 0.2 |
|
Schamberger Greylak & Utterback Wealth Management LLC
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|
WI | 0.2 |
|
Peak Financial Advisors LLC
✚
|
CO | 0.2 |
|
Kemp Financial Management LLC
✚
|
CA | 0.2 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |