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| Keyboard |
| Wealthvalues LLC
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|---|---|
| CRD # | 140004 |
| SEC # | 801-66449 |
| CIK # | |
| AUM | 466.5 M (2026-03-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 3.7 |
| (b) Individuals (high net worth individuals) | 25 | 462.8 |
| (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 | 151 | 466.5 |
| By Discretionary | ||
| Discretionary | 151 | 466.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 151 | 466.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.5 | |
| Total | 151 | 466.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortitude Advisory Group LLC
✚
|
WA | 467.5 M |
|
Yukon Wealth Management Inc
✚
|
KS | 467.4 M |
|
RPS Advisory Solutions LLC
✚
|
KY | 467.0 M |
|
Coston McIsaac and Partners Inc
✚
|
ME | 466.9 M |
|
Seascape Capital Management LLC
✚
|
NH | 466.9 M |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 466.5 M |
|
Consilium Wealth Advisory LLC
✚
|
466.0 M | |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 465.7 M |
|
Clelland & Co Inc
✚
|
CA | 465.7 M |
|
BWM Planning LLC
✚
|
TX | 465.3 M |