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Home > Retirement Planners > california > redwood city > WEALTHVALUES, LLC
WEALTHVALUES, LLC
303 Twin Dolphin Dr.
Suite 600
Redwood City, California 94065
Tel: 650-941-5530
About WEALTHVALUES, LLC
WEALTHVALUES, LLC, formally registered with the SEC as WEALTHVALUES, LLC. The firm was established in 03/21/2006. They have over 1 offices throughout the country.
WEALTHVALUES, LLC is a Redwood City, California based Financial Planning firm with nearly $378,525,462 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140004 |
| SEC# | 801-66449 |
| Assets Managed by Firm | $378,525,462 |
| No. of Clients | 149 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 149 | $378,525,462 |
| Individuals (other than high net worth individuals) | 5 | $3,603,424 |
| High net worth individuals | 23 | $374,922,038 |
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|---|---|---|---|
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