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Wealthvalues LLC
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CRD # | 140004 |
SEC # | 801-66449 |
CIK # | |
AUM | $378.5 MM (2024-05-28) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 650-941-5530 |
Address | 303 Twin Dolphin Dr Redwood City, CA 94065 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 5 | 3.6 |
(b) Individuals (high net worth individuals) | 23 | 374.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 149 | 378.5 |
By Discretionary | ||
Discretionary | 149 | 378.5 |
Non-Discretionary | 0 | 0.0 |
Total | 149 | 378.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 378.5 | |
Total | 149 | 378.5 |
Comparable Firms | State | AUM ($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 |