A complete list of active advisors currently associated with WealthValues, LLC
Warmer can help you find a great advisor at WealthValues, LLC or one who fits your needs even better.
WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services delivered primarily on a discretionary basis. The firm reports managing about $466.5 million in client assets for a small client roster, with advisory services tailored to each client’s stated objectives. The firm’s investment approach emphasizes asset allocation, diversification, and tax-aware portfolio construction, combining passive and active strategies and selecting third-party managers based on philosophy, consistency, and track record. WealthValues uses institutional brokerage relationships that provide research and execution support, and it provides rollover recommendations under the ERISA/IRC fiduciary standard or, alternatively, an educational approach when appropriate. What distinguishes the firm from many peers is its scale relative to advisory headcount: with two advisors and a small number of clients, its assets under management per advisor exceed $200 million, a level uncommon among supported firms. WealthValues also does not sponsor wrap fee programs, does not accept performance-based fees, and generally does not take custody of client assets beyond the ability to debit advisory fees.
To learn more about the advisors currently working at WealthValues, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse WealthValues, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Redwood City, CA
| 26
| |
Houston, TX
| 4
|
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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.
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