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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthvalues LLC
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|---|---|
| CRD # | 140004 |
| SEC # | 801-66449 |
| CIK # | |
| AUM | $410.6 M (2025-03-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 650-941-5530 |
| Address | 303 Twin Dolphin Dr Redwood City, CA 94065 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.8 |
| (b) Individuals (high net worth individuals) | 24 | 407.8 |
| (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 | 146 | 410.6 |
| By Discretionary | ||
| Discretionary | 146 | 410.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 410.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.6 | |
| Total | 146 | 410.6 |
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|---|---|---|
|
JGHendricks Financial Services LLC
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IL | 0.4 |
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First City Capital Management Inc
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GA | 0.4 |
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Joule Financial LLC
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KY | 0.4 |
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Miller Financial Services LLC
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MI | 0.4 |
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Adkins Seale Capital Management LLC
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LA | 0.4 |
|
Moseley Investment Management Inc
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FL | 0.4 |
|
CRUX Wealth Advisors
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|
CA | 0.4 |
|
Markowski Brothers Holding Corporation
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|
0.4 | |
|
Juncture Wealth Strategies LLC
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|
AZ | 0.4 |
|
Cross Staff Investments Inc
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|
NY | 0.4 |