EAST VALLEY WEALTH LLC

Overview

East Valley Wealth LLC is a small independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines ongoing portfolio management with financial planning, selection of outside advisers and educational workshops, and it also operates as an insurance broker. Its business model allows clients to be billed by percentage of assets under management, hourly engagement or fixed-fee arrangements. Investment activity is centered on discretionary equity management, with the firm acting as a capital allocator that blends in-house portfolio construction with third‑party manager allocations. The firm does not position itself as an ESG investor. Its advisory mix—financial planning, portfolio management for individuals and small businesses, manager selection and seminars—points to a hybrid practice that couples hands‑on portfolio oversight with access to external alternative managers when appropriate.

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Location & Offices