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WEALTHVALUES, LLC

CRD 140004 · SEC 801-66449

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303 TWIN DOLPHIN DR., SUITE 600, REDWOOD CITY, CA, 94065, United States

Phone

650-941-5530

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$466.5M

Discretionary AUM

$466.5M

Team

5 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals25$462.8M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD