Valued Wealth Advisors, LLC
● SEC registered since 2021CRD 316746SEC# 801-122564Holladay, UT
Reg. AUM
$369.7M
Employees
10
Accounts
1,054
Location
Holladay, UT
Valued Wealth Advisors, LLC assets under management
Valued Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Holladay, UT. The firm has been registered since 2021. It reports $369.7 million in regulatory assets under management and employs 10 people.
Valued Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Balanced Advisors, Inc. Control | Member | Over 75% | 2021 |
| Taylor Wagner Control | Chief Compliance Officer | Under 5% | 2021 |
| Parker Jenkins Wagner | General Partner | — | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Valued Wealth Advisors, LLC manage?
Valued Wealth Advisors, LLC reports $369.7 million in regulatory assets under management on its Form ADV.
How many employees does Valued Wealth Advisors, LLC have?
Valued Wealth Advisors, LLC reports 10 employees.
Where is Valued Wealth Advisors, LLC located?
Valued Wealth Advisors, LLC is based in Holladay, UT and has been SEC-registered since 2021.
Does Valued Wealth Advisors, LLC disclose fund performance?
Valued Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3115 East Lion Lane, Suite 160, Holladay, UT 84121 |
| Phone | 801-484-6004 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2007175 |
| Discloses disciplinary history | No |
Regulatory AUM
$369.7M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$369.7Mregulatory AUM
Discretionary $342.8MNon-discretionary $27M