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VALUETECH PRIVATE ADVISORS
VALUETECH PRIVATE ADVISORS LLC
CRD 311165
1370 VALLEY VISTA DR, SUITE 200, DIAMOND BAR, CA, 91765, United States
Phone
323-600-4931
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.4M
Discretionary AUM
$21.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $4.5M |
| Corporations/business entities | 6 | $9.9M |
All web addresses on file
Official SEC filing: View on IAPD