Samuel Lewis Goodfriend

Wealthvalues, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning

Wealthvalues, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

24 clients

Average Client Portfolio

$17.1M average

Assets Under Management

$410.6M

Fee Structure

Location

Houston, TX

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wealthvalues, LLC

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Edward Jones

September 2019 - April 2021 · 1 yr 7 mos

Edward JonesBroker

August 2019 - April 2021 · 1 yr 8 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.