Wealthvalues LLC

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CAFR Data
Wealthvalues LLC
CRD #140004
SEC #801-66449
CIK #
AUM $312.7 MM (100% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone650-941-5530
Address1100 Alma Street
Menlo Park, CA 94025
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3152521891266302004200920142020
Comparable Firms State AUM ($BB)
Valley Wealth Inc
CA 0.3
Eustice & Hoffman Inc
AZ 0.3
Paragon Capital Management LLC
KS 0.3
Lighthouse Financial Advisors Inc
NJ 0.3
Alphamark Advisors LLC
KY 0.3
Rowland & Company
GA 0.3
Gilman Hill Asset Management LLC
CT 0.3
Kaplan J L Associates LLC
MA 0.3
Trust Advisory Group Ltd
MA 0.3
Purpose Wealth Management LLC
OH 0.3
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