Wealthvalues, LLC
Wealthvalues, LLC is an SEC-registered ria in Redwood City, CA with $466.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Wealthvalues, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140004, SEC 801-66449, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $466.5M (2026-03-30)
- Firm type
- Ria
- Location
- Redwood City, CA
- Employees
- 5
- Clients
- 25
- CRD
- 140004
- Ownership
- SZABO-WEBBER, KANAKA, ESTHER; GOODFRIEND, KAREN, RAE
How much AUM does Wealthvalues, LLC have?
Wealthvalues, LLC reported $466.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wealthvalues, LLC?
Disclosed owners and executives of Wealthvalues, LLC include SZABO-WEBBER, KANAKA, ESTHER, GOODFRIEND, KAREN, RAE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.