WEALTHVALUES, LLC

RIASEC RegisteredEst. 2006

Total AUM

$467M

Discretionary

$467M

100% of AUM

Avg account

$3.1M

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: REDWOOD CITY, California
CRD number: 140004
Registered since: March 21, 2006
Website: www.wlthvalues.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.2%
Individuals0.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthvalues, LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm focuses on discretionary portfolio management and financial planning for individuals and small businesses, and it also offers manager selection services. Its investment posture favors direct equity exposure—both exchange-traded equities and ETF-based exposures—while using third-party managers and pooled vehicles where appropriate. Fee arrangements are flexible, including a percentage of assets under management alongside hourly and fixed-fee engagements. Wealthvalues does not present itself as an active ESG investor.