Assets Under Management
$410.6M
Number of Clients
24
Number of Advisors
2
Average Client AUM
$17.1M
AUM per Advisor
$205.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthValues, LLC provides a wide range of wealth management services tailored to client objectives. They generally operate on a fully discretionary basis, executing investment recommendations without prior client approval. They analyze client financial goals and design suitable investment portfolios, managing accounts by evaluating and purchasing various marketable securities.
303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065