Wealthvalues, LLC
● SEC registered since 2006CRD 140004SEC# 801-66449Redwood City, CA
Reg. AUM
$466.5M
Employees
5
Accounts
151
Location
Redwood City, CA
Wealthvalues, LLC assets under management
Wealthvalues, LLC is an SEC-registered investment adviser based in Redwood City, CA. The firm has been registered since 2006. It reports $466.5 million in regulatory assets under management and employs 5 people.
Wealthvalues, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Rae Goodfriend Control | Managing Member And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Wealthvalues, LLC manage?
Wealthvalues, LLC reports $466.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealthvalues, LLC have?
Wealthvalues, LLC reports 5 employees.
Where is Wealthvalues, LLC located?
Wealthvalues, LLC is based in Redwood City, CA and has been SEC-registered since 2006.
Does Wealthvalues, LLC disclose fund performance?
Wealthvalues, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 Twin Dolphin Dr., Suite 600, Redwood City, CA 94065 |
| Phone | 650-941-5530 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$466.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$466.5Mregulatory AUM
Discretionary $466.5M