Valueworks, LLC
Valueworks, LLC is an SEC-registered wealth manager in New York City, NY with $577.3M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Valueworks, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116850, SEC 801-60663, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $577.3M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- New York City, NY
- Employees
- 6
- Clients
- 85
- CRD
- 116850
- Ownership
- LEMONIDES, CHARLES, SPENCER; DEL POZZO, MARIO, JOHN; STEVEN, ZELL, ISAAC
How much AUM does Valueworks, LLC have?
Valueworks, LLC reported $577.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Valueworks, LLC?
Disclosed owners and executives of Valueworks, LLC include LEMONIDES, CHARLES, SPENCER, DEL POZZO, MARIO, JOHN, STEVEN, ZELL, ISAAC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.