Leonid Medved
Advisor at Valley Wealth Managers, Inc. — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Los Angeles, CA 90013
Valley Wealth Managers, Inc.
Team
Leonid Medved is a financial advisor with Valley Wealth Managers, Inc. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining Valley Wealth Managers in 2023, he worked at Bank Leumi USA and its affiliated investment services for 11 years. He serves on the investment committee of the Gideon Hausner Jewish Day School, contributing to the management of the school's endowment. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating assets across equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.
Based on Valley Wealth Managers, Inc.
Based on Valley Wealth Managers, Inc.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually
Financial planning services at $200 per hour
Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour
Los Angeles, CA
555 West 5th Street, 33rd Floor
Los Angeles CA 90013
Advisors at this office
3
California · Florida
14 years of industry experience
Valley Wealth Managers, Inc.
2023 - Present • 3 years
Los Angeles, CA
Valley National Bank
2022 - Present • 4 years
Los Angeles, CA
Valley Financial Management, Inc.
2022 - Present • 4 years
Los Angeles, CA
Bank Leumi USA
2011 - 2022 • 11 years
Los Angeles, CA
Leumi Investment Services Inc
2011 - 2022 • 11 years
Beverly Hills, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")