Wealthvalues LLC

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Assets, Funds, Holdings

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Wealthvalues LLC
CRD #140004
SEC #801-66449
CIK #
AUM $378.5 MM (2024-05-28)
Employees 5 (40% Investors, 0% Brokers)
Phone650-941-5530
Address303 Twin Dolphin Dr
Redwood City, CA 94065
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 5 3.6
(b) Individuals (high net worth individuals) 23 374.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 149 378.5
By Discretionary
Discretionary 149 378.5
Non-Discretionary 0 0.0
Total 149 378.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 378.5
Total 149 378.5
Comparable Firms State AUM ($BB)
Aspire Wealth Management Corporation
MA 0.4
Financial Life Focus LLC
PA 0.4
RAIN Capital Management LLC
OR 0.4
WealthEdge Investment Advisors LLC
NY 0.4
Essential Planning LLC
NH 0.4
Redmond Asset Management LLC
VA 0.4
van Leeuwen & Associates Inc
KY 0.4
Halter Ferguson Financial Inc
IN 0.4
Sageguard Financial Group LLC
TN 0.4
Searcy Financial Services Inc
KS 0.4
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