Values Added Financial LLC
● SEC registered since 2021CRD 288912SEC# 801-122265
Reg. AUM
$313.7M
Employees
9
Accounts
513
Location
—
Values Added Financial LLC assets under management
Values Added Financial LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $313.7 million in regulatory assets under management and employs 9 people.
Values Added Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ariel Zev Weisbard Control | Managing Partner And Chief Compliance Officer | 25-50% | 2020 |
| Zachary Teutsch Control | Managing Partner | 50-75% | 2017 |
Frequently asked questions
How much does Values Added Financial LLC manage?
Values Added Financial LLC reports $313.7 million in regulatory assets under management on its Form ADV.
How many employees does Values Added Financial LLC have?
Values Added Financial LLC reports 9 employees.
Does Values Added Financial LLC disclose fund performance?
Values Added Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 202-599-0915 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1973921 |
| Discloses disciplinary history | No |
Regulatory AUM
$313.7M▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$313.7Mregulatory AUM
Discretionary $313.7M