Values Added Financial
Values Added Financial is an SEC-registered wealth manager with $313.7M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Values Added Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288912, SEC 801-122265, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $313.7M (2026-02-10)
- Firm type
- Wealth Manager
- Employees
- 9
- Clients
- 115
- CRD
- 288912
- Ownership
- Teutsch, Zachary; Weisbard, Ariel, Zev
How much AUM does Values Added Financial have?
Values Added Financial reported $313.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Values Added Financial?
Disclosed owners and executives of Values Added Financial include Teutsch, Zachary, Weisbard, Ariel, Zev. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.